Adero Partners’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
Q1 | $876K | Hold |
1,642
| – | – | 0.06% | 93 |
|
|
2024
Q4 | $935K | Hold |
1,642
| – | – | 0.06% | 90 |
|
|
2024
Q3 | $935K | Sell |
1,642
-92
| -5% | -$52.4K | 0.06% | 88 |
|
|
2024
Q2 | $928K | Hold |
1,734
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $965K | Hold |
1,734
| – | – | 0.07% | 81 |
|
|
2023
Q4 | $880K | Buy |
1,734
+100
| +6% | +$50.7K | 0.07% | 81 |
|
|
2023
Q3 | $746K | Hold |
1,634
| – | – | 0.07% | 86 |
|
|
2023
Q2 | $783K | Hold |
1,634
| – | – | 0.08% | 81 |
|
|
2023
Q1 | $749K | Hold |
1,634
| – | – | 0.08% | 79 |
|
|
2022
Q4 | $724K | Hold |
1,634
| – | – | 0.09% | 76 |
|
|
2022
Q3 | $693K | Hold |
1,634
| – | – | 0.09% | 79 |
|
|
2022
Q2 | $681K | Hold |
1,634
| – | – | 0.1% | 78 |
|
|
2022
Q1 | $801K | Hold |
1,634
| – | – | 0.12% | 74 |
|
|
2021
Q4 | $846K | Hold |
1,634
| – | – | 0.14% | 72 |
|
|
2021
Q3 | $786K | Hold |
1,634
| – | – | 0.14% | 69 |
|
|
2021
Q2 | $802K | Hold |
1,634
| – | – | 0.19% | 60 |
|
|
2021
Q1 | $778K | Hold |
1,634
| – | – | 0.35% | 48 |
|
|
2020
Q4 | $686K | Hold |
1,634
| – | – | 0.59% | 33 |
|
|
2020
Q3 | $554K | Sell |
1,634
-45
| -3% | -$15.3K | 0.44% | 37 |
|
|
2020
Q2 | $545K | Hold |
1,679
| – | – | 0.57% | 34 |
|
|
2020
Q1 | $441K | Hold |
1,679
| – | – | 0.73% | 34 |
|
|
2019
Q4 | $630K | Buy |
+1,679
| New | +$630K | 0.71% | 33 |
|