Bedel Financial Consulting’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 | $389K | Hold |
687
| – | – | 0.05% | 183 |
|
|
2025
Q1 | $365K | Buy |
687
+30
| +5% | +$15.9K | 0.05% | 180 |
|
|
2024
Q4 | $390K | Hold |
657
| – | – | 0.05% | 176 |
|
|
2024
Q3 | $374K | Hold |
657
| – | – | 0.05% | 174 |
|
|
2024
Q2 | $352K | Hold |
657
| – | – | 0.05% | 171 |
|
|
2024
Q1 | $366K | Hold |
657
| – | – | 0.06% | 166 |
|
|
2023
Q4 | $333K | Hold |
657
| – | – | 0.06% | 173 |
|
|
2023
Q3 | $300K | Hold |
657
| – | – | 0.06% | 174 |
|
|
2023
Q2 | $315K | Hold |
657
| – | – | 0.07% | 172 |
|
|
2023
Q1 | $301K | Hold |
657
| – | – | 0.07% | 165 |
|
|
2022
Q4 | $291K | Hold |
657
| – | – | 0.07% | 170 |
|
|
2022
Q3 | $291K | Hold |
657
| – | – | 0.08% | 160 |
|
|
2022
Q2 | $272K | Hold |
657
| – | – | 0.08% | 157 |
|
|
2022
Q1 | $322K | Hold |
657
| – | – | 0.1% | 136 |
|
|
2021
Q4 | $340K | Hold |
657
| – | – | 0.11% | 133 |
|
|
2021
Q3 | $316K | Hold |
657
| – | – | 0.11% | 136 |
|
|
2021
Q2 | $323K | Buy |
657
+150
| +30% | +$73.7K | 0.11% | 132 |
|
|
2021
Q1 | $241K | Hold |
507
| – | – | 0.09% | 157 |
|
|
2020
Q4 | $213K | Hold |
507
| – | – | 0.09% | 146 |
|
|
2020
Q3 | $172K | Hold |
507
| – | – | 0.09% | 156 |
|
|
2020
Q2 | $165K | Hold |
507
| – | – | 0.09% | 147 |
|
|
2020
Q1 | $133K | Hold |
507
| – | – | 0.09% | 156 |
|
|
2019
Q4 | $190K | Buy |
507
+42
| +9% | +$15.7K | 0.11% | 146 |
|
|
2019
Q3 | $164K | Buy |
465
+205
| +79% | +$72.3K | 0.1% | 156 |
|
|
2019
Q2 | $92K | Hold |
260
| – | – | 0.06% | 211 |
|
|
2019
Q1 | $90K | Hold |
260
| – | – | 0.06% | 199 |
|
|
2018
Q4 | $79K | Hold |
260
| – | – | 0.06% | 205 |
|
|
2018
Q3 | $90K | Sell |
260
-207
| -44% | -$71.7K | 0.06% | 204 |
|
|
2018
Q2 | $166K | Hold |
467
| – | – | 0.12% | 150 |
|
|
2018
Q1 | $160K | Buy |
+467
| New | +$160K | 0.12% | 153 |
|