Berger Financial Group’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
$1.01M Hold
2025
Q2
$963K Sell
2025
Q1
$1.02M Buy
2024
Q4
$559K Sell
2024
Q3
$879K Buy
2024
Q2
$597K Hold
2024
Q1
$620K Sell
2023
Q4
$815K Buy
2023
Q3
$733K Hold
2023
Q2
$769K Buy
2023
Q1
$736K Buy
2022
Q4
$710K Buy
2022
Q3
Sell
2022
Q2
$663K Buy
2022
Q1
$786K Hold
2021
Q4
$829K Buy
2021
Q3
$770K Sell
2021
Q2
$791K Hold
2021
Q1
$767K Buy
2020
Q4
$676K Buy