Atria Wealth Solutions’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 | $6.61M | Sell |
11,640
-5,444
| -32% | -$3.09M | 0.15% | 157 |
|
|
2025
Q1 | $9.13M | Sell |
17,084
-11,021
| -39% | -$5.89M | 0.11% | 199 |
|
|
2024
Q4 | $16.1M | Sell |
28,105
-413
| -1% | -$236K | 0.18% | 116 |
|
|
2024
Q3 | $16.3M | Sell |
28,518
-467
| -2% | -$267K | 0.18% | 124 |
|
|
2024
Q2 | $15.6M | Buy |
28,985
+6,766
| +30% | +$3.63M | 0.17% | 121 |
|
|
2024
Q1 | $12.4M | Buy |
22,219
+4,850
| +28% | +$2.7M | 0.14% | 158 |
|
|
2023
Q4 | $8.84M | Buy |
17,369
+621
| +4% | +$316K | 0.11% | 186 |
|
|
2023
Q3 | $7.67M | Buy |
16,748
+1,102
| +7% | +$505K | 0.11% | 192 |
|
|
2023
Q2 | $7.51M | Buy |
15,646
+458
| +3% | +$220K | 0.1% | 194 |
|
|
2023
Q1 | $6.98M | Buy |
15,188
+416
| +3% | +$191K | 0.1% | 192 |
|
|
2022
Q4 | $6.56M | Buy |
14,772
+669
| +5% | +$297K | 0.11% | 207 |
|
|
2022
Q3 | $5.69M | Buy |
14,103
+504
| +4% | +$203K | 0.1% | 207 |
|
|
2022
Q2 | $5.64M | Buy |
13,599
+2,541
| +23% | +$1.05M | 0.11% | 198 |
|
|
2022
Q1 | $5.44M | Buy |
+11,058
| New | +$5.44M | 0.09% | 233 |
|