Cypress Wealth Services’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
Q4 | $201K | Sell |
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2025
Q3 | $201K | Sell |
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2025
Q2 | $215K | Sell |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $341K | Hold |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $335K | Hold |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $338K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $358K | Sell |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $586K | Sell |
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|
2019
Q3 | $572K | Sell |
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|
2019
Q2 | $728K | Sell |
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|
2019
Q1 | $718K | Sell |
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|
2018
Q4 | $635K | Sell |
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|
2018
Q3 | $830K | Sell |
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|
2018
Q2 | $806K | Sell |
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|
2018
Q1 | $799K | Sell |
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|
2017
Q4 | $877K | Buy |
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