Meridian Financial’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
$458K Hold
5,763
0.3% 64
2025
Q1
$444K Hold
5,763
0.31% 61
2024
Q4
$462K Buy
5,763
+100
+2% +$8.02K 0.32% 61
2024
Q3
$450K Hold
5,663
0.3% 65
2024
Q2
$413K Hold
5,663
0.3% 63
2024
Q1
$430K Hold
5,663
0.32% 60
2023
Q4
$416K Sell
5,663
-100
-2% -$7.34K 0.33% 60
2023
Q3
$374K Sell
5,763
-100
-2% -$6.49K 0.35% 55
2023
Q2
$403K Hold
5,863
0.36% 55
2023
Q1
$387K Hold
5,863
0.38% 54
2022
Q4
$379K Hold
5,863
0.4% 53
2022
Q3
$339K Buy
5,863
+50
+0.9% +$2.89K 0.39% 54
2022
Q2
$352K Hold
5,813
0.4% 55
2022
Q1
$409K Hold
5,813
0.42% 50
2021
Q4
$413K Buy
+5,813
New +$413K 0.39% 52