IFP 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 | $430K | Sell |
5,418
-107
| -2% | -$8.5K | 0.01% | 898 |
|
|
2025
Q1 | $426K | Sell |
5,525
-47
| -0.8% | -$3.62K | 0.01% | 829 |
|
|
2024
Q4 | $447K | Sell |
5,572
-14,479
| -72% | -$1.16M | 0.01% | 776 |
|
|
2024
Q3 | $1.59M | Buy |
20,051
+154
| +0.8% | +$12.2K | 0.06% | 356 |
|
|
2024
Q2 | $1.45M | Sell |
19,897
-209
| -1% | -$15.2K | 0.06% | 341 |
|
|
2024
Q1 | $1.53M | Buy |
20,106
+3
| +0% | +$228 | 0.07% | 309 |
|
|
2023
Q4 | $1.48M | Sell |
20,103
-298
| -1% | -$21.9K | 0.07% | 304 |
|
|
2023
Q3 | $1.32M | Buy |
20,401
+139
| +0.7% | +$9.02K | 0.06% | 326 |
|
|
2023
Q2 | $1.39M | Sell |
20,262
-18,591
| -48% | -$1.28M | 0.06% | 339 |
|
|
2023
Q1 | $2.95M | Sell |
38,853
-6,605
| -15% | -$501K | 0.13% | 162 |
|
|
2022
Q4 | $3.45M | Buy |
45,458
+5,700
| +14% | +$433K | 0.09% | 222 |
|
|
2022
Q3 | $3.03M | Sell |
39,758
-8,908
| -18% | -$678K | 0.08% | 274 |
|
|
2022
Q2 | $3.7M | Hold |
48,666
| – | – | 0.12% | 194 |
|
|
2022
Q1 | $3.7M | Buy |
48,666
+34,381
| +241% | +$2.61M | 0.12% | 194 |
|
|
2021
Q4 | $1.02M | Sell |
14,285
-400
| -3% | -$28.6K | 0.02% | 407 |
|
|
2021
Q3 | $977K | Sell |
14,685
-553
| -4% | -$36.8K | 0.02% | 392 |
|
|
2021
Q2 | $1.03M | Sell |
15,238
-25,389
| -62% | -$1.72M | 0.02% | 370 |
|
|
2021
Q1 | $2.65M | Buy |
40,627
+4,264
| +12% | +$278K | 0.05% | 180 |
|
|
2020
Q4 | $2.02M | Buy |
36,363
+24,000
| +194% | +$1.33M | 0.08% | 208 |
|
|
2020
Q3 | $534K | Buy |
12,363
+2,198
| +22% | +$94.9K | 0.03% | 415 |
|
|
2020
Q2 | $426K | Buy |
10,165
+841
| +9% | +$35.2K | 0.03% | 447 |
|
|
2020
Q1 | $336K | Sell |
9,324
-27,643
| -75% | -$996K | 0.03% | 429 |
|
|
2019
Q4 | $2.02M | Sell |
36,967
-3,941
| -10% | -$216K | 0.15% | 167 |
|
|
2019
Q3 | $2.09M | Buy |
+40,908
| New | +$2.09M | 0.14% | 161 |
|
|
2019
Q1 | $37K | Sell |
727
-25,154
| -97% | -$1.28M | 0.01% | 1097 |
|
|
2018
Q4 | $1.14M | Buy |
25,881
+3,861
| +18% | +$170K | 0.07% | 314 |
|
|
2018
Q3 | $1.18M | Buy |
22,020
+18,558
| +536% | +$997K | 0.05% | 384 |
|
|
2018
Q2 | $180K | Buy |
3,462
+1,068
| +45% | +$55.5K | 0.01% | 1110 |
|
|
2018
Q1 | $123K | Hold |
2,394
| – | – | 0.01% | 1264 |
|
|
2017
Q4 | $123K | Sell |
2,394
-236
| -9% | -$12.1K | 0.01% | 1261 |
|
|
2017
Q3 | $130K | Sell |
2,630
-420
| -14% | -$20.8K | 0.01% | 1390 |
|
|
2017
Q2 | $147K | Sell |
3,050
-5,392
| -64% | -$260K | 0.01% | 1295 |
|
|
2017
Q1 | $407K | Buy |
8,442
+2,826
| +50% | +$136K | 0.02% | 770 |
|
|
2016
Q4 | $264K | Sell |
5,616
-800
| -12% | -$37.6K | 0.01% | 910 |
|
|
2016
Q3 | $277K | Buy |
6,416
+600
| +10% | +$25.9K | 0.01% | 845 |
|
|
2016
Q2 | $241K | Buy |
5,816
+4,362
| +300% | +$181K | 0.01% | 881 |
|
|
2016
Q1 | $37K | Sell |
1,454
-2,920
| -67% | -$74.3K | 0.01% | 1097 |
|
|
2015
Q4 | $166K | Buy |
+4,374
| New | +$166K | 0.01% | 920 |
|