EFS
Essex Financial Services’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 | – | Sell |
-3,090
| Closed | -$238K | – | 702 |
|
|
2025
Q1 | $238K | Hold |
3,090
| – | – | 0.02% | 557 |
|
|
2024
Q4 | $248K | Hold |
3,090
| – | – | 0.02% | 539 |
|
|
2024
Q3 | $248K | Hold |
3,090
| – | – | 0.02% | 542 |
|
|
2024
Q2 | $230K | Hold |
3,090
| – | – | 0.02% | 546 |
|
|
2024
Q1 | $235K | Hold |
3,090
| – | – | 0.02% | 473 |
|
|
2023
Q4 | $227K | Hold |
3,090
| – | – | 0.02% | 456 |
|
|
2023
Q3 | $200K | Hold |
3,090
| – | – | 0.02% | 450 |
|
|
2023
Q2 | $213K | Buy |
+3,090
| New | +$213K | 0.02% | 439 |
|