Arrowroot Family Office’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 | $436K | Buy |
+770
| New | +$436K | 0.2% | 87 |
|
2024
Q4 | $526K | Sell |
923
-7
| -0.8% | -$3.99K | 0.27% | 76 |
|
2024
Q3 | $530K | Sell |
930
-5
| -0.5% | -$2.85K | 0.31% | 71 |
|
2024
Q2 | $500K | Sell |
935
-79
| -8% | -$42.3K | 0.32% | 72 |
|
2024
Q1 | $564K | Buy |
1,014
+49
| +5% | +$27.3K | 0.36% | 69 |
|
2023
Q4 | $490K | Sell |
965
-71
| -7% | -$36K | 0.35% | 69 |
|
2023
Q3 | $473K | Hold |
1,036
| – | – | 0.37% | 62 |
|
2023
Q2 | $496K | Buy |
1,036
+17
| +2% | +$8.14K | 0.38% | 69 |
|
2023
Q1 | $467K | Buy |
+1,019
| New | +$467K | 0.4% | 62 |
|