Allegheny Financial Group’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
Q3
$266K Buy
2025
Q2
$234K Sell
2025
Q1
$241K Sell
2024
Q4
$282K Buy
2024
Q3
$275K Sell
2024
Q2
$292K Sell
2024
Q1
$328K Buy
2023
Q4
$252K Buy
2023
Q3
$206K Buy
2022
Q2
Sell
2022
Q1
$220K Hold
2021
Q4
$232K Hold
2021
Q3
$215K Sell
2021
Q2
$226K Buy
2021
Q1
Sell
2020
Q4
$212K Buy