Aprio Wealth Management’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 | $296K | Hold |
523
| – | – | 0.03% | 293 |
|
|
2025
Q1 | $279K | Hold |
523
| – | – | 0.03% | 283 |
|
|
2024
Q4 | $298K | Buy |
523
+2
| +0.4% | +$1.14K | 0.04% | 216 |
|
|
2024
Q3 | $297K | Hold |
521
| – | – | 0.05% | 198 |
|
|
2024
Q2 | $279K | Hold |
521
| – | – | 0.05% | 178 |
|
|
2024
Q1 | $290K | Hold |
521
| – | – | 0.06% | 160 |
|
|
2023
Q4 | $264K | Hold |
521
| – | – | 0.06% | 156 |
|
|
2023
Q3 | $238K | Hold |
521
| – | – | 0.07% | 139 |
|
|
2023
Q2 | $250K | Hold |
521
| – | – | 0.07% | 130 |
|
|
2023
Q1 | $239K | Hold |
521
| – | – | 0.07% | 120 |
|
|
2022
Q4 | $231K | Hold |
521
| – | – | 0.08% | 106 |
|
|
2022
Q3 | $209K | Buy |
+521
| New | +$209K | 0.08% | 100 |
|