ProVise Management 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
$381K Hold
2025
Q1
$369K Sell
2024
Q4
$398K Hold
2024
Q3
$394K Sell
2024
Q2
$390K Sell
2024
Q1
$453K Hold
2023
Q4
$437K Buy
2023
Q3
$203K Buy
2023
Q2
$210K Buy
2014
Q4
Sell
2014
Q3
$2.26M Buy
2014
Q2
$2.37M Buy
2013
Q4
Sell
2013
Q3
$429K Buy