Asset Dedication, LLC MDYV Holdings History
Asset Dedication, LLC's SPDR S&P 400 Mid Cap Value ETF Holding Summary
As of 2025-03-31, Asset Dedication, LLC held 226,016.00 shares of SPDR S&P 400 Mid Cap Value ETF(MDYV), totaling $17.41 Mil. This investment constitutes 1.41% of their stock portfolio, and Asset Dedication, LLC now holds 0.75% of the outstanding SPDR S&P 400 Mid Cap Value ETF(MDYV) stock.
The initial trade took place in 2021Q2. And since then Asset Dedication, LLC has made 12 purchases of MDYV, at an average price of $68.40, for a total of 308,970.00 shares. In addition, there have been 5 sales at an average price of $76.49 for 82,954.00 shares. Based on historical transaction data and MDYV's current price of $82.29, Asset Dedication, LLC's estimated gain on his MDYV holdings is $3.81 Mil, reflecting a 18.04% gain to date.
Asset Dedication, LLC MDYV ($82.29) Holding Chart
Asset Dedication, LLC MDYV ($82.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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