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Optivise Advisory Services’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Optivise Advisory Services’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$445K Buy
785
+166
+27% +$94K 0.23% 105
2025
Q1 		$330K Sell
619
-401
-39% -$214K 0.19% 117
2024
Q4 		$581K Buy
1,020
+258
+34% +$147K 0.31% 77
2024
Q3 		$434K Buy
762
+14
+2% +$7.98K 0.23% 91
2024
Q2 		$400K Buy
+748
New +$400K 0.22% 100