RTD Financial 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 | $4.42M | Sell |
55,689
-27
| -0% | -$2.15K | 0.57% | 41 |
|
|
2025
Q1 | $4.29M | Sell |
55,716
-2,723
| -5% | -$210K | 0.58% | 37 |
|
|
2024
Q4 | $4.69M | Sell |
58,439
-617
| -1% | -$49.5K | 0.6% | 38 |
|
|
2024
Q3 | $4.69M | Sell |
59,056
-5,348
| -8% | -$425K | 0.59% | 39 |
|
|
2024
Q2 | $4.7M | Sell |
64,404
-1,999
| -3% | -$146K | 0.63% | 38 |
|
|
2024
Q1 | $5.05M | Sell |
66,403
-1,707
| -3% | -$130K | 0.68% | 37 |
|
|
2023
Q4 | $5M | Sell |
68,110
-4,002
| -6% | -$294K | 0.7% | 37 |
|
|
2023
Q3 | $4.68M | Sell |
72,112
-1,637
| -2% | -$106K | 0.71% | 36 |
|
|
2023
Q2 | $5.07M | Sell |
73,749
-953
| -1% | -$65.5K | 0.74% | 36 |
|
|
2023
Q1 | $4.94M | Sell |
74,702
-230
| -0.3% | -$15.2K | 0.76% | 35 |
|
|
2022
Q4 | $4.85M | Sell |
74,932
-438
| -0.6% | -$28.3K | 0.79% | 34 |
|
|
2022
Q3 | $4.36M | Sell |
75,370
-4,454
| -6% | -$258K | 0.8% | 33 |
|
|
2022
Q2 | $4.83M | Buy |
79,824
+3,042
| +4% | +$184K | 0.74% | 36 |
|
|
2022
Q1 | $5.4M | Buy |
76,782
+2,689
| +4% | +$189K | 0.73% | 37 |
|
|
2021
Q4 | $5.27M | Buy |
+74,093
| New | +$5.27M | 0.69% | 36 |
|