Axxcess Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
2,510
+122
| +5% | +$69.1K | 0.03% | 346 |
|
|
2025
Q1 | $1.27M | Buy |
2,388
+18
| +0.8% | +$9.6K | 0.03% | 338 |
|
|
2024
Q4 | $1.35M | Sell |
2,370
-1
| -0% | -$570 | 0.03% | 347 |
|
|
2024
Q3 | $1.35M | Buy |
2,371
+474
| +25% | +$270K | 0.03% | 331 |
|
|
2024
Q2 | $1.02M | Sell |
1,897
-34
| -2% | -$18.2K | 0.03% | 370 |
|
|
2024
Q1 | $1.07M | Sell |
1,931
-28
| -1% | -$15.6K | 0.03% | 356 |
|
|
2023
Q4 | $994K | Buy |
1,959
+251
| +15% | +$127K | 0.03% | 352 |
|
|
2023
Q3 | $780K | Buy |
1,708
+69
| +4% | +$31.5K | 0.03% | 361 |
|
|
2023
Q2 | $785K | Buy |
1,639
+46
| +3% | +$22K | 0.06% | 262 |
|
|
2023
Q1 | $730K | Buy |
1,593
+21
| +1% | +$9.63K | 0.06% | 285 |
|
|
2022
Q4 | $696K | Buy |
+1,572
| New | +$696K | 0.06% | 294 |
|