Silver Oak Securities’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 | $822K | Sell |
10,352
-2,270
| -18% | -$180K | 0.07% | 296 |
|
|
2025
Q1 | $968K | Buy |
12,622
+2,212
| +21% | +$170K | 0.09% | 238 |
|
|
2024
Q4 | $831K | Sell |
10,410
-214
| -2% | -$17.1K | 0.08% | 267 |
|
|
2024
Q3 | $843K | Buy |
10,624
+4,089
| +63% | +$324K | 0.09% | 237 |
|
|
2024
Q2 | $477K | Sell |
6,535
-51
| -0.8% | -$3.72K | 0.07% | 227 |
|
|
2024
Q1 | $501K | Sell |
6,586
-1,715
| -21% | -$130K | 0.08% | 234 |
|
|
2023
Q4 | $609K | Buy |
8,301
+3,347
| +68% | +$246K | 0.08% | 241 |
|
|
2023
Q3 | $321K | Buy |
4,954
+592
| +14% | +$38.4K | 0.07% | 214 |
|
|
2023
Q2 | $300K | Buy |
+4,362
| New | +$300K | 0.05% | 334 |
|
|
2022
Q4 | – | Sell |
-4,954
| Closed | -$321K | – | 401 |
|
|
2022
Q3 | $321K | Buy |
+4,954
| New | +$321K | 0.07% | 214 |
|