Adero Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$876K Hold
2024
Q4
$935K Hold
2024
Q3
$935K Sell
2024
Q2
$928K Hold
2024
Q1
$965K Hold
2023
Q4
$880K Buy
2023
Q3
$746K Hold
2023
Q2
$783K Hold
2023
Q1
$749K Hold
2022
Q4
$724K Hold
2022
Q3
$693K Hold
2022
Q2
$681K Hold
2022
Q1
$801K Hold
2021
Q4
$846K Hold
2021
Q3
$786K Hold
2021
Q2
$802K Hold
2021
Q1
$778K Hold
2020
Q4
$686K Hold
2020
Q3
$554K Sell
2020
Q2
$545K Hold
2020
Q1
$441K Hold
2019
Q4
$630K Buy