Kestra Private Wealth Services’s 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
Q2 | $283K | Buy |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $971K | Buy |
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|
2024
Q2 | $866K | Buy |
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|
2024
Q1 | $883K | Buy |
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|
2023
Q4 | $851K | Buy |
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|
2023
Q3 | $712K | Buy |
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|
2023
Q2 | $732K | Buy |
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|
2023
Q1 | $704K | Hold |
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|
2022
Q4 | $689K | Hold |
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|
2022
Q3 | $616K | Hold |
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|
2022
Q2 | $644K | Buy |
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|
2022
Q1 | $749K | Buy |
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