Geneos Wealth Management’s 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
Q3 | $3.43M | Sell |
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|
2025
Q2 | $3.29M | Sell |
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|
2025
Q1 | $6.44M | Buy |
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|
2024
Q4 | $3.31M | Buy |
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|
2024
Q3 | $3.27M | Buy |
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|
2024
Q2 | $2.92M | Buy |
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|
2024
Q1 | $2.84M | Sell |
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|
2023
Q4 | $3.11M | Buy |
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|
2023
Q3 | $2.14M | Buy |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $897K | Buy |
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|
2020
Q3 | $499K | Sell |
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|
2020
Q2 | $485K | Buy |
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|
2020
Q1 | $314K | Sell |
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|
2019
Q4 | $501K | Buy |
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|
2019
Q3 | $464K | Buy |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $453K | Buy |
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|
2018
Q4 | $342K | Buy |
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|
2018
Q3 | $353K | Buy |
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|
2018
Q2 | $290K | Buy |
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|
2018
Q1 | $246K | Buy |
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|
2017
Q4 | $219K | Buy |
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|
2017
Q3 | $134K | Hold |
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|
2017
Q2 | $130K | Buy |
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|
2017
Q1 | $92K | Buy |
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