Apella Capital’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 | $606K | Hold |
1,050
| – | – | 0.02% | 274 |
|
|
2025
Q1 | $538K | Sell |
1,050
-146
| -12% | -$74.8K | 0.02% | 250 |
|
|
2024
Q4 | $681K | Buy |
1,196
+62
| +5% | +$35.3K | 0.03% | 202 |
|
|
2024
Q3 | $641K | Buy |
1,134
+2
| +0.2% | +$1.13K | 0.03% | 195 |
|
|
2024
Q2 | $597K | Buy |
1,132
+6
| +0.5% | +$3.16K | 0.03% | 189 |
|
|
2024
Q1 | $619K | Buy |
1,126
+2
| +0.2% | +$1.1K | 0.03% | 174 |
|
|
2023
Q4 | $554K | Buy |
1,124
+2
| +0.2% | +$987 | 0.03% | 176 |
|
|
2023
Q3 | $512K | Buy |
1,122
+150
| +15% | +$68.5K | 0.04% | 167 |
|
|
2023
Q2 | $466K | Buy |
+972
| New | +$466K | 0.03% | 176 |
|
|
2022
Q4 | $216K | Buy |
+487
| New | +$216K | 0.02% | 217 |
|