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

Kingswood Wealth Advisors’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 		$2.5M Sell
31,533
-986
-3% -$78.3K 0.2% 113
2025
Q1 		$2.51M Buy
32,519
+3,436
+12% +$265K 0.23% 102
2024
Q4 		$2.33M Buy
+29,083
New +$2.33M 0.18% 128