Bartlett & Co Wealth Management’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 | $35.1M | Buy |
61,808
+100
| +0.2% | +$56.8K | 0.49% | 55 |
|
|
2025
Q1 | $33M | Sell |
61,708
-142
| -0.2% | -$75.9K | 0.49% | 55 |
|
|
2024
Q4 | $35.4M | Buy |
61,850
+200
| +0.3% | +$114K | 0.51% | 53 |
|
|
2024
Q3 | $35.2M | Sell |
61,650
-40
| -0.1% | -$22.9K | 0.51% | 53 |
|
|
2024
Q2 | $33.1M | Sell |
61,690
-160
| -0.3% | -$85.9K | 0.5% | 53 |
|
|
2024
Q1 | $34.5M | Sell |
61,850
-201
| -0.3% | -$112K | 0.53% | 55 |
|
|
2023
Q4 | $31.9M | Buy |
62,051
+18,930
| +44% | +$9.73M | 0.52% | 54 |
|
|
2023
Q3 | $19.8M | Sell |
43,121
-16,550
| -28% | -$7.58M | 0.35% | 65 |
|
|
2023
Q2 | $28.7M | Buy |
59,671
+2,213
| +4% | +$1.06M | 0.5% | 58 |
|
|
2023
Q1 | $26.4M | Hold |
57,458
| – | – | 0.51% | 57 |
|
|
2022
Q4 | $25.5M | Buy |
57,458
+125
| +0.2% | +$55.6K | 0.51% | 57 |
|
|
2022
Q3 | $23.2M | Buy |
57,333
+2,141
| +4% | +$866K | 0.5% | 58 |
|
|
2022
Q2 | $22.9M | Sell |
55,192
-23
| -0% | -$9.54K | 0.46% | 57 |
|
|
2022
Q1 | $27.1M | Sell |
55,215
-20
| -0% | -$9.83K | 0.47% | 57 |
|
|
2021
Q4 | $28.7M | Sell |
55,235
-20
| -0% | -$10.4K | 0.49% | 60 |
|
|
2021
Q3 | $26.6M | Sell |
55,255
-16
| -0% | -$7.72K | 0.51% | 60 |
|
|
2021
Q2 | $27.2M | Buy |
55,271
+857
| +2% | +$422K | 0.52% | 60 |
|
|
2021
Q1 | $26M | Sell |
54,414
-180
| -0.3% | -$85.8K | 0.52% | 60 |
|
|
2020
Q4 | $23M | Buy |
54,594
+210
| +0.4% | +$88.5K | 0.49% | 60 |
|
|
2020
Q3 | $18.5M | Buy |
54,384
+305
| +0.6% | +$104K | 0.43% | 66 |
|
|
2020
Q2 | $17.6M | Buy |
54,079
+1
| +0% | +$326 | 0.46% | 63 |
|
|
2020
Q1 | $14.3M | Sell |
54,078
-541
| -1% | -$143K | 0.43% | 65 |
|
|
2019
Q4 | $20.6M | Sell |
54,619
-280
| -0.5% | -$106K | 0.5% | 58 |
|
|
2019
Q3 | $19.4M | Buy |
54,899
+1,159
| +2% | +$410K | 0.51% | 57 |
|
|
2019
Q2 | $19.1M | Sell |
53,740
-50
| -0.1% | -$17.8K | 0.71% | 50 |
|
|
2019
Q1 | $18.6M | Hold |
53,790
| – | – | 0.71% | 49 |
|
|
2018
Q4 | $16.3M | Buy |
53,790
+660
| +1% | +$201K | 0.7% | 49 |
|
|
2018
Q3 | $19.6M | Sell |
53,130
-70
| -0.1% | -$25.8K | 0.73% | 48 |
|
|
2018
Q2 | $18.9M | Buy |
53,200
+1,050
| +2% | +$374K | 0.77% | 49 |
|
|
2018
Q1 | $17.9M | Buy |
+52,150
| New | +$17.9M | 0.74% | 52 |
|