Everhart Financial Group’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
Q2 | $626K | Buy |
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|
2025
Q1 | $573K | Buy |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $531K | Sell |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $450K | Buy |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $412K | Buy |
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|
2020
Q4 | $348K | Buy |
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