Cary Street Partners Investment Advisory’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
2025
Q1
$1.08M Buy
2024
Q4
$1.1M Sell
2024
Q3
$12.9M Sell
2024
Q2
$11.9M Sell
2024
Q1
$17.6M Buy
2023
Q4
$16.7M Buy
2023
Q3
$12M Buy
2023
Q2
$9.22M Buy
2023
Q1
$2.36M Sell
2022
Q4
$2.49M Sell
2022
Q3
$2.23M Buy
2022
Q2
$2.31M Buy
2022
Q1
$2.4M Buy
2021
Q4
$2.13M Sell
2021
Q3
$2.01M Buy
2021
Q2
$1.94M Sell
2021
Q1
$1.89M Buy
2020
Q4
$1.51M Sell
2020
Q3
$1.32M Buy
2020
Q2
$1.19M Sell
2020
Q1
$1.09M Buy
2019
Q4
$1.67M Buy
2018
Q4
$844K Buy