Spire Wealth Management’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 | $2.78K | Buy |
+35
| New | +$2.78K | ﹤0.01% | 2105 |
|
2024
Q1 | – | Sell |
-3,404
| Closed | -$243K | – | 2362 |
|
2023
Q4 | $243K | Buy |
3,404
+3,393
| +30,845% | +$242K | 0.01% | 710 |
|
2023
Q3 | $717 | Buy |
+11
| New | +$717 | ﹤0.01% | 2310 |
|
2023
Q1 | – | Sell |
-8,366
| Closed | -$541K | – | 2545 |
|
2022
Q4 | $541K | Buy |
+8,366
| New | +$541K | 0.03% | 352 |
|
2022
Q2 | – | Sell |
-12,319
| Closed | -$867K | – | 2770 |
|
2022
Q1 | $867K | Buy |
+12,319
| New | +$867K | 0.02% | 420 |
|