Mount Yale Investment Advisors’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 | $723K | Sell |
9,100
-4,656
| -34% | -$370K | 0.06% | 268 |
|
|
2025
Q1 | $1.06M | Sell |
13,756
-13
| -0.1% | -$1K | 0.09% | 186 |
|
|
2024
Q4 | $1.1M | Buy |
13,769
+4,642
| +51% | +$372K | 0.09% | 184 |
|
|
2024
Q3 | $725K | Buy |
9,127
+4,534
| +99% | +$360K | 0.07% | 262 |
|
|
2024
Q2 | $335K | Buy |
4,593
+24
| +0.5% | +$1.75K | 0.03% | 412 |
|
|
2024
Q1 | $347K | Buy |
+4,569
| New | +$347K | 0.03% | 416 |
|