Collective Family Office’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
18,315
-180
| -1% | -$14.3K | 0.37% | 61 |
|
|
2025
Q1 | $1.43M | Buy |
18,495
+2,004
| +12% | +$154K | 0.39% | 56 |
|
|
2024
Q4 | $1.32M | Buy |
16,491
+4,833
| +41% | +$388K | 0.36% | 59 |
|
|
2024
Q3 | $926K | Buy |
11,658
+554
| +5% | +$44K | 0.25% | 77 |
|
|
2024
Q2 | $810K | Hold |
11,104
| – | – | 0.24% | 89 |
|
|
2024
Q1 | $844K | Buy |
11,104
+1
| +0% | +$76 | 0.27% | 79 |
|
|
2023
Q4 | $815K | Buy |
+11,103
| New | +$815K | 0.29% | 74 |
|