Corient Private Wealth
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Corient Private Wealth’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Corient Private Wealth’s Portfolio MDYV Stock Details MDYV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Buy
2024
Q4 		– Sell
2024
Q3 		$3.6M Sell
2024
Q2 		$3.33M Sell
2024
Q1 		$3.67M Sell
2023
Q4 		$3.61M Buy