Wealthspire Advisors (New York)’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
$1.57M Sell
19,727
-816
-4% -$64.8K 0.01% 316
2025
Q1
$1.58M Buy
20,543
+4,733
+30% +$365K 0.01% 306
2024
Q4
$1.27M Buy
+15,810
New +$1.27M 0.01% 325