Farther Finance Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
19,906
-2,359
| -11% | -$187K | 0.03% | 434 |
|
|
2025
Q1 | $1.72M | Buy |
22,265
+1,776
| +9% | +$137K | 0.04% | 339 |
|
|
2024
Q4 | $1.64M | Sell |
20,489
-3,236
| -14% | -$260K | 0.06% | 253 |
|
|
2024
Q3 | $1.89M | Sell |
23,725
-5,132
| -18% | -$408K | 0.07% | 216 |
|
|
2024
Q2 | $2.09M | Buy |
28,857
+367
| +1% | +$26.5K | 0.1% | 163 |
|
|
2024
Q1 | $2.15M | Sell |
28,490
-4,264
| -13% | -$321K | 0.13% | 133 |
|
|
2023
Q4 | $2.4M | Sell |
32,754
-1,061
| -3% | -$77.9K | 0.17% | 112 |
|
|
2023
Q3 | $2.19M | Sell |
33,815
-11,945
| -26% | -$775K | 0.34% | 58 |
|
|
2023
Q2 | $3.15M | Sell |
45,760
-9,347
| -17% | -$643K | 0.69% | 27 |
|
|
2023
Q1 | $3.64M | Sell |
55,107
-1,344
| -2% | -$88.8K | 1.07% | 15 |
|
|
2022
Q4 | $3.65M | Buy |
+56,451
| New | +$3.65M | 1.42% | 9 |
|