Aspen Investment 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 | $262K | Sell |
463
-2,368
| -84% | -$1.34M | 0.11% | 140 |
|
|
2025
Q1 | $1.51M | Sell |
2,831
-114
| -4% | -$60.8K | 0.7% | 46 |
|
|
2024
Q4 | $1.68M | Buy |
2,945
+659
| +29% | +$375K | 0.78% | 36 |
|
|
2024
Q3 | $1.3M | Buy |
2,286
+856
| +60% | +$488K | 0.61% | 49 |
|
|
2024
Q2 | $765K | Hold |
1,430
| – | – | 0.38% | 77 |
|
|
2024
Q1 | $796K | Buy |
1,430
+172
| +14% | +$95.7K | 0.4% | 74 |
|
|
2023
Q4 | $638K | Sell |
1,258
-25
| -2% | -$12.7K | 0.36% | 77 |
|
|
2023
Q3 | $585K | Buy |
1,283
+820
| +177% | +$374K | 0.35% | 78 |
|
|
2023
Q2 | $222K | Hold |
463
| – | – | 0.13% | 129 |
|
|
2023
Q1 | $212K | Hold |
463
| – | – | 0.14% | 126 |
|
|
2022
Q4 | $205K | Buy |
+463
| New | +$205K | 0.13% | 123 |
|
|
2022
Q2 | – | Sell |
-2,448
| Closed | -$1.2M | – | 145 |
|
|
2022
Q1 | $1.2M | Sell |
2,448
-27
| -1% | -$13.2K | 0.63% | 54 |
|
|
2021
Q4 | $1.28M | Sell |
2,475
-24
| -1% | -$12.4K | 0.63% | 52 |
|
|
2021
Q3 | $1.2M | Buy |
2,499
+20
| +0.8% | +$9.62K | 0.64% | 50 |
|
|
2021
Q2 | $1.22M | Buy |
2,479
+876
| +55% | +$430K | 0.64% | 48 |
|
|
2021
Q1 | $763K | Sell |
1,603
-81
| -5% | -$38.6K | 0.43% | 79 |
|
|
2020
Q4 | $707K | Buy |
+1,684
| New | +$707K | 0.42% | 77 |
|