Prism Advisors, Inc. MDYV Holdings History

Number of Shares
86,554.00
Current Holdings Value*
$6.87 Mil
% of Portfolio
1.96%
Total Estimate Gain
$509,803.06
% of Total Estimate Gain
7.78%

Prism Advisors, Inc.'s SPDR S&P 400 Mid Cap Value ETF Holding Summary

As of 2025-06-30, Prism Advisors, Inc. held 86,554.00 shares of SPDR S&P 400 Mid Cap Value ETF(MDYV), totaling $6.87 Mil. This investment constitutes 1.96% of their stock portfolio, and Prism Advisors, Inc. now holds 0.29% of the outstanding SPDR S&P 400 Mid Cap Value ETF(MDYV) stock.

The initial trade took place in 2025Q2. And since then Prism Advisors, Inc. has made 1 purchases of MDYV, at an average price of $75.74, for a total of 86,554.00 shares. Based on historical transaction data and MDYV's current price of $81.63, Prism Advisors, Inc.'s estimated gain on his MDYV holdings is $509,803.06, reflecting a 7.78% gain to date.

Prism Advisors, Inc. MDYV ($81.63) Holding Chart

Prism Advisors, Inc. MDYV ($81.63) 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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