Barber Financial Group’s State Street 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
2023
Q1
$2.81M Buy
6,140
+2,161
+54% +$1.01M 0.5% 28
2022
Q4
$1.76M Buy
3,979
+625
+19% +$276K 0.49% 29
2022
Q3
$1.35M Buy
+3,354
New +$1.48M 0.39% 35
2022
Q1
Sell
-1,858
Closed -$962K 163
2021
Q4
$962K Sell
1,858
-79,188
-98% -$40.3M 0.12% 61
2021
Q3
$39M Sell
81,046
-25,486
-24% -$12.5M 5.04% 7
2021
Q2
$52.3M Buy
106,532
+4,548
+4% +$2.24M 7.11% 4
2021
Q1
$48.5M Buy
+101,984
New +$46.5M 7.09% 3
2019
Q3
Sell
-570
Closed -$202K 149
2019
Q2
$202K Buy
+570
New +$199K 0.05% 133
2018
Q2
Sell
-11,642
Closed -$3.98M 133
2018
Q1
$3.98M Buy
+11,642
New +$4.05M 1.06% 32

Other funds holding MDY