Wealth Enhancement Advisory Services’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187M | Sell |
2,272,842
-246,815
| -10% | -$20.3M | 0.31% | 59 |
|
|
2025
Q1 | $194M | Sell |
2,519,657
-4,326,484
| -63% | -$333M | 0.37% | 47 |
|
|
2024
Q4 | $549M | Buy |
6,846,141
+488,555
| +8% | +$39.2M | 1.05% | 13 |
|
|
2024
Q3 | $505M | Buy |
6,357,586
+450,824
| +8% | +$35.8M | 1.09% | 15 |
|
|
2024
Q2 | $431M | Buy |
5,906,762
+669,534
| +13% | +$48.8M | 1.02% | 16 |
|
|
2024
Q1 | $398M | Buy |
5,237,228
+721,830
| +16% | +$54.9M | 1.03% | 16 |
|
|
2023
Q4 | $331M | Buy |
4,515,398
+520,489
| +13% | +$38.2M | 0.96% | 14 |
|
|
2023
Q3 | $259M | Buy |
3,994,909
+831,512
| +26% | +$53.9M | 0.85% | 16 |
|
|
2023
Q2 | $218M | Buy |
3,163,397
+1,212,770
| +62% | +$83.4M | 2.35% | 10 |
|
|
2023
Q1 | $129M | Buy |
+1,950,627
| New | +$129M | 1.5% | 17 |
|