Arbor Trust Wealth Advisors’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
$7.84M Sell
13,789
-23
-0.2% -$13.1K 3.83% 6
2025
Q1
$7.39M Buy
13,812
+174
+1% +$93.1K 3.46% 7
2024
Q4
$7.8M Sell
13,638
-235
-2% -$134K 3.65% 7
2024
Q3
$7.45M Hold
13,873
3.91% 6
2024
Q2
$7.45M Buy
13,873
+72
+0.5% +$38.7K 3.91% 6
2024
Q1
$7.43M Buy
13,801
+323
+2% +$174K 4.08% 5
2023
Q4
$6.86M Sell
13,478
-7
-0.1% -$3.57K 4.09% 6
2023
Q3
$6.18M Sell
13,485
-255
-2% -$117K 4.07% 7
2023
Q2
$6.6M Sell
13,740
-307
-2% -$147K 4.2% 4
2023
Q1
$6.46M Sell
14,047
-27
-0.2% -$12.4K 4.24% 4
2022
Q4
$6.26M Buy
14,074
+398
+3% +$177K 4.32% 4
2022
Q3
$5.52M Sell
13,676
-372
-3% -$150K 4.19% 4
2022
Q2
$5.83M Sell
14,048
-158
-1% -$65.5K 4.06% 4
2022
Q1
$6.98M Sell
14,206
-443
-3% -$218K 4.19% 5
2021
Q4
$7.61M Buy
14,649
+367
+3% +$191K 4.38% 4
2021
Q3
$6.89M Sell
14,282
-273
-2% -$132K 4.3% 3
2021
Q2
$7.15M Buy
14,555
+16
+0.1% +$7.86K 4.49% 3
2021
Q1
$6.94M Buy
14,539
+393
+3% +$188K 4.64% 3
2020
Q4
$5.96M Buy
14,146
+407
+3% +$172K 4.33% 5
2020
Q3
$4.67M Sell
13,739
-23
-0.2% -$7.82K 4.04% 6
2020
Q2
$4.48M Sell
13,762
-107
-0.8% -$34.8K 4.05% 7
2020
Q1
$3.66M Sell
13,869
-134
-1% -$35.4K 3.87% 8
2019
Q4
$5.28M Buy
+14,003
New +$5.28M 4.52% 3