Aberdeen Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Hold |
701
| – | – | 0.26% | 99 |
|
|
2025
Q1 | $374K | Hold |
701
| – | – | 0.26% | 99 |
|
|
2024
Q4 | $399K | Hold |
701
| – | – | 0.27% | 100 |
|
|
2024
Q3 | $399K | Hold |
701
| – | – | 0.26% | 101 |
|
|
2024
Q2 | $375K | Hold |
701
| – | – | 0.25% | 102 |
|
|
2024
Q1 | $390K | Hold |
701
| – | – | 0.23% | 109 |
|
|
2023
Q4 | $356K | Hold |
701
| – | – | 0.26% | 107 |
|
|
2023
Q3 | $320K | Hold |
701
| – | – | 0.24% | 106 |
|
|
2023
Q2 | $336K | Hold |
701
| – | – | 0.24% | 109 |
|
|
2023
Q1 | $321K | Hold |
701
| – | – | 0.24% | 109 |
|
|
2022
Q4 | $310K | Hold |
701
| – | – | 0.23% | 111 |
|
|
2022
Q3 | $282K | Hold |
701
| – | – | 0.25% | 105 |
|
|
2022
Q2 | $290K | Sell |
701
-25
| -3% | -$10.3K | 0.23% | 112 |
|
|
2022
Q1 | $356K | Hold |
726
| – | – | 0.24% | 108 |
|
|
2021
Q4 | $376K | Buy |
+726
| New | +$376K | 0.25% | 102 |
|
|
2021
Q2 | – | Sell |
-959
| Closed | -$457K | – | 143 |
|
|
2021
Q1 | $457K | Buy |
959
+80
| +9% | +$38.1K | 0.36% | 88 |
|
|
2020
Q4 | $369K | Sell |
879
-178
| -17% | -$74.7K | 0.28% | 98 |
|
|
2020
Q3 | $358K | Buy |
+1,057
| New | +$358K | 0.34% | 85 |
|
|
2020
Q2 | – | Sell |
-1,057
| Closed | -$278K | – | 135 |
|
|
2020
Q1 | $278K | Sell |
1,057
-40
| -4% | -$10.5K | 0.34% | 90 |
|
|
2019
Q4 | $412K | Buy |
+1,097
| New | +$412K | 0.31% | 83 |
|