Number of Shares
358,986.00
Current Holdings Value*
$28.51 Mil
% of Portfolio
4.2%
Total Estimate Gain
$4.78 Mil
% of Total Estimate Gain
18.33%

First Pacific Financial's SPDR S&P 400 Mid Cap Value ETF Holding Summary

As of 2025-06-30, First Pacific Financial held 358,986.00 shares of SPDR S&P 400 Mid Cap Value ETF(MDYV), totaling $28.51 Mil. This investment constitutes 4.2% of their stock portfolio, and First Pacific Financial now holds 1.19% of the outstanding SPDR S&P 400 Mid Cap Value ETF(MDYV) stock.

The initial trade took place in 2021Q2. And since then First Pacific Financial has made 12 purchases of MDYV, at an average price of $68.37, for a total of 381,613.00 shares. In addition, there have been 5 sales at an average price of $73.11 for 22,627.00 shares. Based on historical transaction data and MDYV's current price of $81.39, First Pacific Financial's estimated gain on his MDYV holdings is $4.78 Mil, reflecting a 18.33% gain to date.

First Pacific Financial MDYV ($81.39) Holding Chart

First Pacific Financial MDYV ($81.39) 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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