EFG
Embree Financial Group’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
2,652
-107
| -4% | -$8.5K | 0.03% | 206 |
|
|
2025
Q1 | $213K | Hold |
2,759
| – | – | 0.04% | 196 |
|
|
2024
Q4 | $221K | Sell |
2,759
-62
| -2% | -$4.97K | 0.04% | 183 |
|
|
2024
Q3 | $224K | Sell |
2,821
-98
| -3% | -$7.79K | 0.04% | 174 |
|
|
2024
Q2 | $213K | Sell |
2,919
-242
| -8% | -$17.7K | 0.04% | 172 |
|
|
2024
Q1 | $240K | Sell |
3,161
-770
| -20% | -$58.5K | 0.05% | 170 |
|
|
2023
Q4 | $288K | Buy |
+3,931
| New | +$288K | 0.06% | 144 |
|