Urban Financial Advisory Corp’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
$219K Buy
2,755
+14
+0.5% +$1.11K 0.11% 28
2025
Q1
$211K Sell
2,741
-86
-3% -$6.63K 0.12% 28
2024
Q4
$227K Buy
2,827
+17
+0.6% +$1.36K 0.12% 22
2024
Q3
$223K Buy
2,810
+12
+0.4% +$954 0.12% 22
2024
Q2
$204K Buy
2,798
+165
+6% +$12K 0.12% 24
2024
Q1
$200K Buy
+2,633
New +$200K 0.12% 25