Allegheny Financial Group’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 | $234K | Sell |
412
-39
| -9% | -$22.1K | 0.05% | 219 |
|
|
2025
Q1 | $241K | Sell |
451
-43
| -9% | -$23K | 0.06% | 195 |
|
|
2024
Q4 | $282K | Buy |
494
+11
| +2% | +$6.27K | 0.07% | 186 |
|
|
2024
Q3 | $275K | Sell |
483
-62
| -11% | -$35.3K | 0.07% | 199 |
|
|
2024
Q2 | $292K | Sell |
545
-44
| -7% | -$23.6K | 0.08% | 179 |
|
|
2024
Q1 | $328K | Buy |
589
+92
| +19% | +$51.2K | 0.1% | 159 |
|
|
2023
Q4 | $252K | Buy |
497
+45
| +10% | +$22.8K | 0.08% | 181 |
|
|
2023
Q3 | $206K | Buy |
+452
| New | +$206K | 0.08% | 180 |
|
|
2022
Q2 | – | Sell |
-448
| Closed | -$220K | – | 171 |
|
|
2022
Q1 | $220K | Hold |
448
| – | – | 0.09% | 145 |
|
|
2021
Q4 | $232K | Hold |
448
| – | – | 0.09% | 137 |
|
|
2021
Q3 | $215K | Sell |
448
-13
| -3% | -$6.24K | 0.1% | 131 |
|
|
2021
Q2 | $226K | Buy |
+461
| New | +$226K | 0.1% | 131 |
|
|
2021
Q1 | – | Sell |
-504
| Closed | -$212K | – | 105 |
|
|
2020
Q4 | $212K | Buy |
+504
| New | +$212K | 0.11% | 119 |
|