Mount Yale Investment Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Mount Yale Investment Advisors’s Portfolio MDYV Stock Details MDYV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$723K	Sell
2025 Q1	$1.06M	Sell
2024 Q4	$1.1M	Buy
2024 Q3	$725K	Buy
2024 Q2	$335K	Buy
2024 Q1	$347K	Buy