Avity Investment Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $319K | Hold |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $312K | Hold |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $268K | Hold |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $279K | Sell |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $259K | Sell |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $303K | Sell |
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|
2019
Q3 | $288K | Hold |
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|
2019
Q2 | $290K | Sell |
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|
2019
Q1 | $311K | Hold |
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|
2018
Q4 | $273K | Hold |
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|
2018
Q3 | $331K | Buy |
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|
2018
Q2 | $202K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $205K | Sell |
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|
2017
Q3 | $202K | Sell |
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|
2017
Q2 | $203K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $217K | Hold |
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|
2015
Q3 | $221K | Hold |
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|
2015
Q2 | $233K | Hold |
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|
2015
Q1 | $238K | Buy |
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|
2014
Q4 | $216K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $211K | Buy |
|