Omega Financial Group’s State Street 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
Q2
$1.57M Sell
2025
Q1
$1.53M Sell
2024
Q4
$1.67M Sell
2024
Q3
$1.68M Sell
2024
Q2
$1.67M Sell
2024
Q1
$1.75M Sell
2023
Q4
$1.78M Sell
2023
Q3
$1.65M Sell
2023
Q2
$1.83M Sell
2023
Q1
$1.79M Sell
2022
Q4
$1.82M Buy
2022
Q3
$1.06M Sell
2022
Q2
$1.19M Buy
2022
Q1
$1.31M Sell
2021
Q4
$1.53M Sell
2021
Q3
$1.81M Sell
2021
Q2
$2.65M Sell
2021
Q1
$3.18M Sell
2020
Q4
$2.72M Sell
2020
Q3
$2.21M Sell
2020
Q2
$2.4M Sell
2020
Q1
$2.09M Buy
2019
Q4
$3.1M Buy
2019
Q3
$2.86M Buy
2019
Q2
$2.75M Buy
2019
Q1
$2.49M Sell
2018
Q4
$2.28M Buy