Wallace Advisory 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
Q3 | $319K | Sell |
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|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $346K | Hold |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $601K | Sell |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $598K | Sell |
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|
2023
Q2 | $578K | Hold |
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|
2023
Q1 | $578K | Sell |
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|
2022
Q4 | $567K | Buy |
|