Badgley Phelps Wealth Managers’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
Q3
$6.13M Buy
2025
Q2
$5.71M Buy
2025
Q1
$5.12M Buy
2024
Q4
$5.4M Buy
2024
Q3
$5.21M Buy
2024
Q2
$4.72M Buy
2024
Q1
$4.89M Buy
2023
Q4
$4.28M Buy
2023
Q3
$3.78M Sell
2023
Q2
$4.03M Buy
2023
Q1
$3.81M Buy
2022
Q4
$3.63M Buy
2022
Q3
$3.2M Sell
2022
Q2
$3.51M Sell
2022
Q1
$4.64M Sell
2021
Q4
$5.69M Buy
2021
Q3
$3.95M Buy