Financial Advocates Investment Management’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 | $471K | Buy |
5,935
+342
| +6% | +$27.2K | 0.04% | 371 |
|
|
2025
Q1 | $431K | Buy |
5,593
+639
| +13% | +$49.2K | 0.03% | 454 |
|
|
2024
Q4 | $397K | Buy |
4,954
+71
| +1% | +$5.69K | 0.02% | 527 |
|
|
2024
Q3 | $388K | Buy |
4,883
+109
| +2% | +$8.66K | 0.02% | 533 |
|
|
2024
Q2 | $348K | Buy |
4,774
+77
| +2% | +$5.62K | 0.02% | 539 |
|
|
2024
Q1 | $357K | Buy |
4,697
+225
| +5% | +$17.1K | 0.02% | 533 |
|
|
2023
Q4 | $328K | Sell |
4,472
-5,211
| -54% | -$382K | 0.02% | 526 |
|
|
2023
Q3 | $727K | Buy |
9,683
+5,703
| +143% | +$428K | 0.05% | 331 |
|
|
2023
Q2 | $274K | Buy |
3,980
+451
| +13% | +$31K | 0.02% | 546 |
|
|
2023
Q1 | $233K | Sell |
3,529
-186
| -5% | -$12.3K | 0.02% | 621 |
|
|
2022
Q4 | $240K | Buy |
+3,715
| New | +$240K | 0.02% | 615 |
|