WealthPLAN Partners’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
$493K Buy
2025
Q2
$458K Hold
2025
Q1
$444K Sell
2024
Q4
$558K Hold
2024
Q3
$553K Sell
2024
Q2
$637K Buy
2024
Q1
$372K Buy
2023
Q4
$203K Buy
2023
Q3
Sell
2023
Q2
$186K Buy
2023
Q1
$175K Buy