B. Riley Wealth Advisors’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 | $2.02M | Buy |
+3,561
| New | +$2.02M | 0.09% | 202 |
|
|
2024
Q4 | $3.34M | Sell |
5,837
-309
| -5% | -$177K | 0.11% | 190 |
|
|
2024
Q3 | $3.5M | Buy |
6,146
+1,138
| +23% | +$648K | 0.1% | 205 |
|
|
2024
Q2 | $2.69M | Sell |
5,008
-16
| -0.3% | -$8.59K | 0.07% | 271 |
|
|
2024
Q1 | $2.3M | Buy |
5,024
+115
| +2% | +$52.7K | 0.06% | 308 |
|
|
2023
Q4 | $2.5M | Sell |
4,909
-115
| -2% | -$58.6K | 0.07% | 299 |
|
|
2023
Q3 | $2.3M | Sell |
5,024
-522
| -9% | -$239K | 0.06% | 308 |
|
|
2023
Q2 | $2.66M | Sell |
5,546
-2,197
| -28% | -$1.06M | 0.06% | 297 |
|
|
2023
Q1 | $3.56M | Sell |
7,743
-65
| -0.8% | -$29.9K | 0.09% | 217 |
|
|
2022
Q4 | $3.47M | Buy |
7,808
+950
| +14% | +$422K | 0.1% | 220 |
|
|
2022
Q3 | $2.76M | Buy |
6,858
+4,275
| +166% | +$1.72M | 0.08% | 239 |
|
|
2022
Q2 | $1.07M | Sell |
2,583
-68
| -3% | -$28.1K | 0.04% | 400 |
|
|
2022
Q1 | $1.3M | Sell |
2,651
-1,194
| -31% | -$586K | 0.04% | 398 |
|
|
2021
Q4 | $1.99M | Sell |
3,845
-190
| -5% | -$98.4K | 0.06% | 350 |
|
|
2021
Q3 | $1.95M | Buy |
4,035
+111
| +3% | +$53.6K | 0.06% | 339 |
|
|
2021
Q2 | $1.92M | Buy |
3,924
+618
| +19% | +$302K | 0.06% | 345 |
|
|
2021
Q1 | $1.54M | Buy |
3,306
+1,738
| +111% | +$807K | 0.05% | 375 |
|
|
2020
Q4 | $658K | Sell |
1,568
-778
| -33% | -$326K | 0.04% | 447 |
|
|
2020
Q3 | $775K | Buy |
2,346
+1,225
| +109% | +$405K | 0.04% | 382 |
|
|
2020
Q2 | $364K | Sell |
1,121
-680
| -38% | -$221K | 0.02% | 564 |
|
|
2020
Q1 | $474K | Buy |
1,801
+924
| +105% | +$243K | 0.04% | 401 |
|
|
2019
Q4 | $329K | Buy |
877
+78
| +10% | +$29.3K | 0.03% | 561 |
|
|
2019
Q3 | $282K | Buy |
799
+2
| +0.3% | +$706 | 0.03% | 606 |
|
|
2019
Q2 | $283K | Buy |
797
+151
| +23% | +$53.6K | 0.03% | 583 |
|
|
2019
Q1 | $224K | Buy |
+646
| New | +$224K | 0.03% | 612 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$302K | – | 549 |
|
|
2016
Q4 | $302K | Sell |
1,000
-930
| -48% | -$281K | 0.06% | 342 |
|
|
2016
Q3 | $545K | Buy |
1,930
+35
| +2% | +$9.88K | 0.11% | 239 |
|
|
2016
Q2 | $516K | Sell |
1,895
-100
| -5% | -$27.2K | 0.1% | 246 |
|
|
2016
Q1 | $524K | Sell |
1,995
-79
| -4% | -$20.8K | 0.12% | 214 |
|
|
2015
Q4 | $527K | Sell |
2,074
-229
| -10% | -$58.2K | 0.11% | 234 |
|
|
2015
Q3 | $574K | Sell |
2,303
-139
| -6% | -$34.6K | 0.14% | 207 |
|
|
2015
Q2 | $668K | Buy |
2,442
+243
| +11% | +$66.5K | 0.17% | 171 |
|
|
2015
Q1 | $610K | Buy |
2,199
+746
| +51% | +$207K | 0.15% | 178 |
|
|
2014
Q4 | $383 | Buy |
1,453
+45
| +3% | +$12 | 0.01% | 1019 |
|
|
2014
Q3 | $351K | Sell |
1,408
-1,908
| -58% | -$476K | 0.09% | 302 |
|
|
2014
Q2 | $432K | Buy |
3,316
+1,706
| +106% | +$222K | 0.1% | 220 |
|
|
2014
Q1 | $404K | Sell |
1,610
-232
| -13% | -$58.2K | 0.12% | 190 |
|
|
2013
Q4 | $450K | Sell |
1,842
-157
| -8% | -$38.4K | 0.14% | 162 |
|
|
2013
Q3 | $452K | Sell |
1,999
-967
| -33% | -$219K | 0.15% | 157 |
|
|
2013
Q2 | $623K | Buy |
+2,966
| New | +$623K | 0.21% | 115 |
|