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

Kingsview Wealth Management’s Portfolio MDYV Stock Details MDYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.02M	Buy	25,487 +928	+4%	+$73.7K	0.03%	433
2025 Q1	$1.89M	Sell	24,559 -562	-2%	-$43.3K	0.04%	399
2024 Q4	$2.01M	Sell	25,121 -112	-0.4%	-$8.98K	0.04%	387
2024 Q3	$2.01M	Sell	25,233 -17,613	-41%	-$1.4M	0.04%	374
2024 Q2	$3.13M	Sell	42,846 -406	-0.9%	-$29.6K	0.07%	248
2024 Q1	$3.29M	Sell	43,252 -8	-0%	-$608	0.08%	231
2023 Q4	$3.17M	Sell	43,260 -799	-2%	-$58.6K	0.09%	198
2023 Q3	$2.86M	Sell	44,059 -40,392	-48%	-$2.62M	0.1%	216
2023 Q2	$5.81M	Sell	84,451 -1,107	-1%	-$76.1K	0.23%	99
2023 Q1	$5.65M	Sell	85,558 -6,164	-7%	-$407K	0.24%	93
2022 Q4	$5.94M	Buy	91,722 +103	+0.1%	+$6.67K	0.26%	96
2022 Q3	$5.3M	Sell	91,619 -20,790	-18%	-$1.2M	0.25%	94
2022 Q2	$6.8M	Buy	112,409 +617	+0.6%	+$37.3K	0.33%	76
2022 Q1	$7.87M	Sell	111,792 -5,292	-5%	-$372K	0.35%	65
2021 Q4	$8.33M	Buy	117,084 +4,920	+4%	+$350K	0.35%	62
2021 Q3	$7.43M	Buy	112,164 +1,774	+2%	+$117K	0.35%	58
2021 Q2	$7.53M	Buy	110,390 +1,559	+1%	+$106K	0.37%	52
2021 Q1	$7.2M	Sell	108,831 -3,605	-3%	-$239K	0.41%	51
2020 Q4	$6.24M	Sell	112,436 -2,781	-2%	-$154K	0.45%	44
2020 Q3	$5M	Sell	115,217 -7,484	-6%	-$325K	0.45%	54
2020 Q2	$5.23M	Buy	122,701 +14,722	+14%	+$628K	0.52%	40
2020 Q1	$3.81M	Buy	107,979 +18,995	+21%	+$670K	0.51%	51
2019 Q4	$4.88M	Buy	88,984 +30,452	+52%	+$1.67M	0.61%	37
2019 Q3	$3M	Buy	58,532 +37,670	+181%	+$1.93M	0.47%	62
2019 Q2	$1.07M	Buy	20,862 +911	+5%	+$46.8K	0.18%	144
2019 Q1	$1.01M	Buy	19,951 +6,767	+51%	+$341K	0.15%	170
2018 Q4	$585K	Buy	13,184 +2,136	+19%	+$94.8K	0.13%	197
2018 Q3	$594K	Buy	11,048 +2,817	+34%	+$151K	0.12%	210
2018 Q2	$428K	Buy	8,231 +3,065	+59%	+$159K	0.1%	211
2018 Q1	$257K	Buy	+5,166	New	+$257K	0.06%	274