AIFAIM
American Institute for Advanced Investment Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
3,781
-55
| -1% | -$31.2K | 1.52% | 15 |
|
|
2025
Q1 | $2.05M | Hold |
3,836
| – | – | 1.56% | 12 |
|
|
2024
Q4 | $2.18M | Sell |
3,836
-17
| -0.4% | -$9.68K | 1.63% | 12 |
|
|
2024
Q3 | $2.19M | Hold |
3,853
| – | – | 1.57% | 12 |
|
|
2024
Q2 | $2.06M | Hold |
3,853
| – | – | 1.58% | 12 |
|
|
2024
Q1 | $2.14M | Sell |
3,853
-40
| -1% | -$22.3K | 1.69% | 10 |
|
|
2023
Q4 | $1.98M | Sell |
3,893
-28
| -0.7% | -$14.2K | 1.74% | 11 |
|
|
2023
Q3 | $1.79M | Sell |
3,921
-475
| -11% | -$217K | 1.66% | 13 |
|
|
2023
Q2 | $2.11M | Sell |
4,396
-105
| -2% | -$50.3K | 1.84% | 12 |
|
|
2023
Q1 | $2.02M | Sell |
4,501
-81
| -2% | -$36.4K | 2.16% | 12 |
|
|
2022
Q4 | $2.03M | Sell |
4,582
-180
| -4% | -$79.7K | 1.85% | 14 |
|
|
2022
Q3 | $1.91M | Sell |
4,762
-85
| -2% | -$34.1K | 1.79% | 18 |
|
|
2022
Q2 | $2M | Sell |
4,847
-100
| -2% | -$41.3K | 1.76% | 16 |
|
|
2022
Q1 | $2.43M | Hold |
4,947
| – | – | 1.76% | 14 |
|
|
2021
Q4 | $2.56M | Sell |
4,947
-2
| -0% | -$1.04K | 1.72% | 14 |
|
|
2021
Q3 | $2.38M | Sell |
4,949
-282
| -5% | -$136K | 1.69% | 14 |
|
|
2021
Q2 | $2.57M | Sell |
5,231
-60
| -1% | -$29.5K | 1.81% | 14 |
|
|
2021
Q1 | $2.52M | Sell |
5,291
-19
| -0.4% | -$9.05K | 1.92% | 16 |
|
|
2020
Q4 | $2.23M | Sell |
5,310
-13
| -0.2% | -$5.46K | 1.79% | 17 |
|
|
2020
Q3 | $1.8M | Sell |
5,323
-143
| -3% | -$48.5K | 1.62% | 19 |
|
|
2020
Q2 | $1.77M | Sell |
5,466
-45
| -0.8% | -$14.6K | 1.67% | 20 |
|
|
2020
Q1 | $1.45M | Buy |
5,511
+623
| +13% | +$164K | 1.57% | 21 |
|
|
2019
Q4 | $1.84M | Buy |
+4,888
| New | +$1.84M | 1.77% | 18 |
|