Integrated Wealth Concepts’s State Street 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
Q4 | – | Sell |
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|
2025
Q3 | $275K | Sell |
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|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $412K | Sell |
|
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|
2024
Q4 | $3.01M | Sell |
|
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.91M | Buy |
|
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|
2024
Q1 | $2.59M | Sell |
|
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|
2023
Q4 | $2.62M | Buy |
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|
2023
Q3 | $872K | Buy |
|
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|
2023
Q2 | $416K | Sell |
|
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $671K | Buy |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q3 | $316K | Buy |
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|
2021
Q2 | $267K | Buy |
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