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 |
|