Marotta Asset Management’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
Q3
$4.32M Sell
2025
Q2
$4.26M Sell
2025
Q1
$4.64M Buy
2024
Q4
$4.41M Sell
2024
Q3
$4.64M Sell
2024
Q2
$5.16M Sell
2024
Q1
$5.45M Sell
2023
Q4
$5.76M Buy
2023
Q3
$4.9M Sell
2023
Q2
$5.21M Buy
2022
Q4
$5.11M Sell
2022
Q3
$4.73M Sell
2022
Q2
$5.03M Sell
2022
Q1
$5.92M Sell
2021
Q4
$6.3M Sell
2021
Q3
$6.18M Buy
2021
Q2
$6.24M Sell
2021
Q1
$6.17M Sell
2020
Q4
$6.12M Sell
2020
Q3
$5.4M Sell
2020
Q2
$5.94M Buy
2020
Q1
$3.95M Buy
2019
Q4
$3.33M Buy