KPP Advisory Services’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
7,802
+148
| +2% | +$11.8K | 0.1% | 166 |
|
|
2025
Q1 | $590K | Buy |
7,654
+393
| +5% | +$30.3K | 0.11% | 154 |
|
|
2024
Q4 | $582K | Buy |
7,261
+157
| +2% | +$12.6K | 0.14% | 134 |
|
|
2024
Q3 | $565K | Sell |
7,104
-969
| -12% | -$77K | 0.14% | 133 |
|
|
2024
Q2 | $589K | Buy |
8,073
+152
| +2% | +$11.1K | 0.16% | 117 |
|
|
2024
Q1 | $602K | Buy |
+7,921
| New | +$602K | 0.17% | 113 |
|
|
2023
Q4 | – | Sell |
-7,557
| Closed | -$490K | – | 181 |
|
|
2023
Q3 | $490K | Buy |
+7,557
| New | +$490K | 0.16% | 108 |
|