Independent Advisor Alliance’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 | $461K | Buy |
5,800
+1,005
| +21% | +$79.8K | 0.01% | 609 |
|
|
2025
Q1 | $369K | Sell |
4,795
-43,141
| -90% | -$3.32M | 0.01% | 599 |
|
|
2024
Q4 | $3.84M | Buy |
47,936
+44,371
| +1,245% | +$3.56M | 0.05% | 334 |
|
|
2024
Q3 | $283K | Buy |
3,565
+175
| +5% | +$13.9K | 0.01% | 582 |
|
|
2024
Q2 | $247K | Buy |
3,390
+339
| +11% | +$24.7K | 0.01% | 621 |
|
|
2024
Q1 | $232K | Buy |
+3,051
| New | +$232K | 0.01% | 628 |
|