Perennial Investment Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Perennial Investment Advisors’s Portfolio MDYV Stock Details MDYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$421K	Sell
2025 Q1	$2.45M	Sell
2024 Q4	$2.93M	Sell
2024 Q3	$4.98M	Sell
2024 Q2	$4.6M	Buy
2024 Q1	$4.76M	Buy
2023 Q4	$4.25M	Buy
2023 Q3	$2.78M	Sell
2023 Q2	$2.99M	Sell
2023 Q1	$5.18M	Buy