IA
Insight Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
6,898
-222
| -3% | -$17.6K | 0.09% | 143 |
|
|
2025
Q1 | $549K | Buy |
7,120
+574
| +9% | +$44.2K | 0.1% | 132 |
|
|
2024
Q4 | $523K | Sell |
6,546
-305
| -4% | -$24.4K | 0.09% | 147 |
|
|
2024
Q3 | $544K | Buy |
6,851
+395
| +6% | +$31.4K | 0.09% | 147 |
|
|
2024
Q2 | $471K | Buy |
6,456
+1,009
| +19% | +$73.6K | 0.09% | 158 |
|
|
2024
Q1 | $414K | Sell |
5,447
-393
| -7% | -$29.9K | 0.08% | 183 |
|
|
2023
Q4 | $429K | Buy |
5,840
+252
| +5% | +$18.5K | 0.09% | 163 |
|
|
2023
Q3 | $362K | Buy |
5,588
+16
| +0.3% | +$1.04K | 0.08% | 182 |
|
|
2023
Q2 | $383K | Hold |
5,572
| – | – | 0.09% | 179 |
|
|
2023
Q1 | $368K | Sell |
5,572
-87
| -2% | -$5.75K | 0.09% | 196 |
|
|
2022
Q4 | $366K | Buy |
5,659
+463
| +9% | +$29.9K | 0.13% | 215 |
|
|
2022
Q3 | $300K | Sell |
5,196
-1,141
| -18% | -$65.9K | 0.12% | 213 |
|
|
2022
Q2 | $414K | Sell |
6,337
-573
| -8% | -$37.4K | 0.14% | 185 |
|
|
2022
Q1 | $486K | Sell |
6,910
-676
| -9% | -$47.5K | 0.15% | 178 |
|
|
2021
Q4 | $539K | Sell |
7,586
-22
| -0.3% | -$1.56K | 0.16% | 158 |
|
|
2021
Q3 | $544K | Buy |
7,608
+249
| +3% | +$17.8K | 0.16% | 160 |
|
|
2021
Q2 | $493K | Sell |
7,359
-1,370
| -16% | -$91.8K | 0.15% | 173 |
|
|
2021
Q1 | $598K | Sell |
8,729
-769
| -8% | -$52.7K | 0.19% | 140 |
|
|
2020
Q4 | $527K | Buy |
+9,498
| New | +$527K | 0.2% | 127 |
|