Avantax Advisory Services’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 | $13.3M | Buy |
23,526
+530
| +2% | +$300K | 0.07% | 203 |
|
|
2025
Q1 | $12.3M | Sell |
22,996
-400
| -2% | -$213K | 0.07% | 205 |
|
|
2024
Q4 | $13.3M | Buy |
23,396
+691
| +3% | +$394K | 0.08% | 179 |
|
|
2024
Q3 | $12.9M | Buy |
22,705
+674
| +3% | +$384K | 0.08% | 175 |
|
|
2024
Q2 | $11.8M | Buy |
22,031
+740
| +3% | +$396K | 0.08% | 182 |
|
|
2024
Q1 | $11.8M | Buy |
21,291
+921
| +5% | +$512K | 0.11% | 150 |
|
|
2023
Q4 | $10.3M | Buy |
20,370
+255
| +1% | +$129K | 0.1% | 158 |
|
|
2023
Q3 | $9.19M | Sell |
20,115
-557
| -3% | -$254K | 0.1% | 157 |
|
|
2023
Q2 | $9.9M | Buy |
20,672
+1,379
| +7% | +$660K | 0.11% | 147 |
|
|
2023
Q1 | $8.84M | Sell |
19,293
-228
| -1% | -$105K | 0.11% | 149 |
|
|
2022
Q4 | $8.64M | Sell |
19,521
-1,298
| -6% | -$575K | 0.12% | 145 |
|
|
2022
Q3 | $8.36M | Sell |
20,819
-372
| -2% | -$149K | 0.13% | 126 |
|
|
2022
Q2 | $8.76M | Buy |
21,191
+1,150
| +6% | +$475K | 0.13% | 128 |
|
|
2022
Q1 | $9.83M | Sell |
20,041
-6,380
| -24% | -$3.13M | 0.14% | 115 |
|
|
2021
Q4 | $13.7M | Buy |
26,421
+81
| +0.3% | +$42K | 0.21% | 82 |
|
|
2021
Q3 | $12.7M | Buy |
26,340
+1,147
| +5% | +$552K | 0.21% | 73 |
|
|
2021
Q2 | $12.4M | Buy |
25,193
+274
| +1% | +$134K | 0.22% | 74 |
|
|
2021
Q1 | $11.9M | Buy |
24,919
+4,044
| +19% | +$1.93M | 0.25% | 67 |
|
|
2020
Q4 | $8.77M | Sell |
20,875
-5,037
| -19% | -$2.12M | 0.21% | 82 |
|
|
2020
Q3 | $8.79M | Buy |
25,912
+9,012
| +53% | +$3.06M | 0.14% | 122 |
|
|
2020
Q2 | $5.49M | Sell |
16,900
-2,342
| -12% | -$761K | 0.16% | 105 |
|
|
2020
Q1 | $5.06M | Buy |
19,242
+13,856
| +257% | +$3.64M | 0.15% | 100 |
|
|
2019
Q4 | $2.02M | Buy |
5,386
+2,132
| +66% | +$800K | 0.05% | 209 |
|
|
2019
Q3 | $1.15M | Buy |
3,254
+8
| +0.2% | +$2.83K | 0.05% | 189 |
|
|
2019
Q2 | $1.15M | Buy |
3,246
+40
| +1% | +$14.2K | 0.05% | 171 |
|
|
2019
Q1 | $1.11M | Buy |
3,206
+363
| +13% | +$125K | 0.06% | 163 |
|
|
2018
Q4 | $865K | Buy |
+2,843
| New | +$865K | 0.15% | 147 |
|