Apexium Financial’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 | $281K | Hold |
496
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $265K | Hold |
496
| – | – | 0.02% | 237 |
|
|
2024
Q4 | $283K | Sell |
496
-5
| -1% | -$2.85K | 0.02% | 216 |
|
|
2024
Q3 | $285K | Hold |
501
| – | – | 0.02% | 194 |
|
|
2024
Q2 | $268K | Sell |
501
-105
| -17% | -$56.2K | 0.02% | 191 |
|
|
2024
Q1 | $337K | Sell |
606
-324
| -35% | -$180K | 0.03% | 168 |
|
|
2023
Q4 | $472K | Buy |
930
+310
| +50% | +$157K | 0.03% | 177 |
|
|
2023
Q3 | $283K | Hold |
620
| – | – | 0.03% | 176 |
|
|
2023
Q2 | $298K | Sell |
620
-326
| -34% | -$157K | 0.03% | 176 |
|
|
2023
Q1 | $434K | Buy |
946
+326
| +53% | +$149K | 0.04% | 143 |
|
|
2022
Q4 | $275K | Hold |
620
| – | – | 0.03% | 174 |
|
|
2022
Q3 | $249K | Buy |
+620
| New | +$249K | 0.03% | 171 |
|
|
2020
Q1 | – | Sell |
-553
| Closed | -$207K | – | 75 |
|
|
2019
Q4 | $207K | Buy |
+553
| New | +$207K | 0.27% | 67 |
|