Invera Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Invera Wealth Advisors’s Portfolio MDYV Stock Details MDYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$893K	Sell
2025 Q2	$854K	Buy
2025 Q1	$826K	Buy
2024 Q4	$890K	Buy
2024 Q3	$874K	Buy
2024 Q2	$750K	Buy
2024 Q1	$698K	Sell
2023 Q4	$2.13M	Buy