Atria Investments’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 | $1.41M | Buy |
2,488
+269
| +12% | +$152K | 0.02% | 881 |
|
|
2025
Q1 | $1.18M | Sell |
2,219
-3,803
| -63% | -$2.03M | 0.02% | 927 |
|
|
2024
Q4 | $3.43M | Buy |
6,022
+4,368
| +264% | +$2.49M | 0.04% | 477 |
|
|
2024
Q3 | $942K | Sell |
1,654
-3,551
| -68% | -$2.02M | 0.01% | 998 |
|
|
2024
Q2 | $2.79M | Buy |
5,205
+1,731
| +50% | +$926K | 0.04% | 527 |
|
|
2024
Q1 | $1.93M | Sell |
3,474
-168
| -5% | -$93.5K | 0.03% | 669 |
|
|
2023
Q4 | $1.85M | Buy |
3,642
+998
| +38% | +$506K | 0.03% | 627 |
|
|
2023
Q3 | $1.21M | Buy |
+2,644
| New | +$1.21M | 0.02% | 767 |
|
|
2023
Q1 | – | Sell |
-4,067
| Closed | -$1.8M | – | 855 |
|
|
2022
Q4 | $1.8M | Sell |
4,067
-4,649
| -53% | -$2.06M | 0.04% | 550 |
|
|
2022
Q3 | $3.5M | Sell |
8,716
-4,167
| -32% | -$1.67M | 0.08% | 305 |
|
|
2022
Q2 | $5.33M | Buy |
12,883
+10,147
| +371% | +$4.2M | 0.11% | 222 |
|
|
2022
Q1 | $1.34M | Buy |
2,736
+665
| +32% | +$326K | 0.02% | 721 |
|
|
2021
Q4 | $1.07M | Buy |
+2,071
| New | +$1.07M | 0.02% | 805 |
|
|
2020
Q1 | – | Sell |
-5,346
| Closed | -$2.01M | – | 935 |
|
|
2019
Q4 | $2.01M | Sell |
5,346
-956
| -15% | -$359K | 0.05% | 310 |
|
|
2019
Q3 | $2.22M | Sell |
6,302
-194
| -3% | -$68.4K | 0.08% | 207 |
|
|
2019
Q2 | $2.2M | Sell |
6,496
-21,262
| -77% | -$7.21M | 0.08% | 206 |
|
|
2019
Q1 | $9.59M | Sell |
27,758
-3,789
| -12% | -$1.31M | 0.41% | 47 |
|
|
2018
Q4 | $9.55M | Buy |
31,547
+15,260
| +94% | +$4.62M | 0.42% | 40 |
|
|
2018
Q3 | $5.99M | Buy |
16,287
+2,408
| +17% | +$885K | 0.24% | 77 |
|
|
2018
Q2 | $4.93M | Sell |
13,879
-29,039
| -68% | -$10.3M | 0.22% | 84 |
|
|
2018
Q1 | $14.7M | Buy |
42,918
+77
| +0.2% | +$26.3K | 0.71% | 27 |
|
|
2017
Q4 | $14.8M | Buy |
42,841
+28,452
| +198% | +$9.83M | 0.74% | 25 |
|
|
2017
Q3 | $4.7M | Buy |
14,389
+1,105
| +8% | +$361K | 0.26% | 72 |
|
|
2017
Q2 | $4.22M | Sell |
13,284
-18,890
| -59% | -$6M | 0.26% | 70 |
|
|
2017
Q1 | $10.1M | Buy |
32,174
+20,732
| +181% | +$6.48M | 0.65% | 26 |
|
|
2016
Q4 | $3.45M | Buy |
11,442
+2,004
| +21% | +$605K | 0.26% | 62 |
|
|
2016
Q3 | $2.66M | Sell |
9,438
-724
| -7% | -$204K | 0.24% | 67 |
|
|
2016
Q2 | $2.8M | Sell |
10,162
-15,804
| -61% | -$4.35M | 0.3% | 47 |
|
|
2016
Q1 | $6.82M | Sell |
25,966
-3,514
| -12% | -$923K | 0.78% | 22 |
|
|
2015
Q4 | $7.01M | Buy |
+29,480
| New | +$7.01M | 0.77% | 23 |
|
|
2015
Q3 | – | Sell |
-8,823
| Closed | -$2.41M | – | 389 |
|
|
2015
Q2 | $2.41M | Buy |
8,823
+37
| +0.4% | +$10.1K | 0.28% | 56 |
|
|
2015
Q1 | $2.44M | Sell |
8,786
-91
| -1% | -$25.2K | 0.28% | 55 |
|
|
2014
Q4 | $2.34M | Buy |
8,877
+28
| +0.3% | +$7.39K | 0.25% | 67 |
|
|
2014
Q3 | $2.21M | Buy |
8,849
+173
| +2% | +$43.1K | 0.23% | 86 |
|
|
2014
Q2 | $2.26M | Buy |
8,676
+264
| +3% | +$68.8K | 0.23% | 88 |
|
|
2014
Q1 | $2.11M | Sell |
8,412
-359
| -4% | -$90K | 0.21% | 89 |
|
|
2013
Q4 | $2.14M | Sell |
8,771
-122
| -1% | -$29.8K | 0.21% | 82 |
|
|
2013
Q3 | $2.01M | Sell |
8,893
-826
| -8% | -$187K | 0.21% | 73 |
|
|
2013
Q2 | $2.04M | Buy |
+9,719
| New | +$2.04M | 0.25% | 62 |
|