Benchmark Financial 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 | $3.87M | Sell |
6,829
-685
| -9% | -$388K | 1.28% | 22 |
|
|
2025
Q1 | $4.01M | Sell |
7,514
-923
| -11% | -$492K | 1.51% | 18 |
|
|
2024
Q4 | $4.81M | Buy |
8,437
+384
| +5% | +$219K | 1.54% | 17 |
|
|
2024
Q3 | $4.59M | Buy |
8,053
+187
| +2% | +$107K | 1.53% | 16 |
|
|
2024
Q2 | $4.21M | Buy |
7,866
+83
| +1% | +$44.4K | 1.56% | 16 |
|
|
2024
Q1 | $4.33M | Sell |
7,783
-256
| -3% | -$142K | 1.65% | 17 |
|
|
2023
Q4 | $4.08M | Sell |
8,039
-60
| -0.7% | -$30.4K | 1.76% | 15 |
|
|
2023
Q3 | $3.7M | Buy |
8,099
+57
| +0.7% | +$26K | 1.74% | 15 |
|
|
2023
Q2 | $3.85M | Sell |
8,042
-288
| -3% | -$138K | 1.79% | 15 |
|
|
2023
Q1 | $3.82M | Sell |
8,330
-277
| -3% | -$127K | 1.96% | 15 |
|
|
2022
Q4 | $3.81M | Sell |
8,607
-496
| -5% | -$220K | 2.07% | 16 |
|
|
2022
Q3 | $3.66M | Buy |
9,103
+457
| +5% | +$184K | 2.15% | 15 |
|
|
2022
Q2 | $3.58M | Buy |
8,646
+2,550
| +42% | +$1.05M | 1.83% | 18 |
|
|
2022
Q1 | $2.99M | Sell |
6,096
-421
| -6% | -$206K | 1.27% | 22 |
|
|
2021
Q4 | $3.37M | Buy |
6,517
+88
| +1% | +$45.6K | 1.41% | 19 |
|
|
2021
Q3 | $3.09M | Buy |
6,429
+131
| +2% | +$63K | 1.47% | 18 |
|
|
2021
Q2 | $3.09M | Buy |
6,298
+149
| +2% | +$73.2K | 1.48% | 18 |
|
|
2021
Q1 | $2.93M | Buy |
6,149
+161
| +3% | +$76.6K | 1.6% | 18 |
|
|
2020
Q4 | $2.51M | Buy |
5,988
+16
| +0.3% | +$6.72K | 1.38% | 18 |
|
|
2020
Q3 | $2.02M | Sell |
5,972
-50
| -0.8% | -$16.9K | 1.3% | 19 |
|
|
2020
Q2 | $1.95M | Sell |
6,022
-359
| -6% | -$116K | 1.44% | 19 |
|
|
2020
Q1 | $1.68M | Sell |
6,381
-124
| -2% | -$32.6K | 1.69% | 14 |
|
|
2019
Q4 | $2.44M | Sell |
6,505
-40
| -0.6% | -$15K | 2.02% | 12 |
|
|
2019
Q3 | $2.31M | Sell |
6,545
-240
| -4% | -$84.6K | 2.26% | 8 |
|
|
2019
Q2 | $2.41M | Sell |
6,785
-627
| -8% | -$222K | 2.35% | 10 |
|
|
2019
Q1 | $2.56M | Sell |
7,412
-372
| -5% | -$128K | 2.67% | 8 |
|
|
2018
Q4 | $2.36M | Buy |
+7,784
| New | +$2.36M | 2.92% | 8 |
|