Confluence Investment Management’s 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
Q3 | $15.7M | Sell |
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|
2025
Q2 | $24.5M | Buy |
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|
2025
Q1 | $18.8M | Sell |
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|
2024
Q4 | $20.2M | Buy |
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|
2024
Q3 | $17.5M | Buy |
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|
2024
Q2 | $15.5M | Sell |
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|
2024
Q1 | $24.8M | Sell |
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|
2023
Q4 | $24.3M | Sell |
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|
2023
Q3 | $39.2M | Sell |
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|
2023
Q2 | $41.7M | Sell |
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|
2023
Q1 | $43.1M | Buy |
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|
2022
Q4 | $40.2M | Buy |
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|
2022
Q3 | $8.14M | Buy |
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|
2022
Q2 | $7.92M | Sell |
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|
2022
Q1 | $17.5M | Buy |
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|
2021
Q4 | $14.6M | Buy |
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|
2021
Q3 | $8.31M | Buy |
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|
2021
Q2 | $6.3M | Sell |
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|
2021
Q1 | $8.13M | Sell |
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|
2020
Q4 | $12.9M | Sell |
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|
2020
Q3 | $17.2M | Buy |
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|
2020
Q2 | $12M | Buy |
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|
2020
Q1 | $9.9M | Buy |
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