Modera Wealth Management’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
$4.01M Buy
50,495
+69
+0.1% +$5.48K 0.05% 200
2025
Q1
$3.89M Buy
50,426
+41
+0.1% +$3.16K 0.05% 196
2024
Q4
$4.04M Buy
+50,385
New +$4.04M 0.05% 196