Berger Financial Group’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 | $963K | Sell |
1,700
-207
| -11% | -$117K | 0.06% | 199 |
|
|
2025
Q1 | $1.02M | Buy |
1,907
+926
| +94% | +$494K | 0.07% | 187 |
|
|
2024
Q4 | $559K | Sell |
981
-563
| -36% | -$321K | 0.04% | 240 |
|
|
2024
Q3 | $879K | Buy |
1,544
+429
| +38% | +$244K | 0.06% | 170 |
|
|
2024
Q2 | $597K | Hold |
1,115
| – | – | 0.05% | 191 |
|
|
2024
Q1 | $620K | Sell |
1,115
-492
| -31% | -$274K | 0.05% | 183 |
|
|
2023
Q4 | $815K | Buy |
1,607
+1
| +0.1% | +$507 | 0.08% | 136 |
|
|
2023
Q3 | $733K | Hold |
1,606
| – | – | 0.08% | 134 |
|
|
2023
Q2 | $769K | Buy |
1,606
+1
| +0.1% | +$479 | 0.09% | 129 |
|
|
2023
Q1 | $736K | Buy |
1,605
+1
| +0.1% | +$458 | 0.09% | 128 |
|
|
2022
Q4 | $710K | Buy |
+1,604
| New | +$710K | 0.09% | 128 |
|
|
2022
Q3 | – | Sell |
-1,603
| Closed | -$663K | – | 249 |
|
|
2022
Q2 | $663K | Buy |
1,603
+1
| +0.1% | +$414 | 0.1% | 116 |
|
|
2022
Q1 | $786K | Hold |
1,602
| – | – | 0.1% | 116 |
|
|
2021
Q4 | $829K | Buy |
1,602
+1
| +0.1% | +$517 | 0.11% | 116 |
|
|
2021
Q3 | $770K | Sell |
1,601
-10
| -0.6% | -$4.81K | 0.14% | 90 |
|
|
2021
Q2 | $791K | Hold |
1,611
| – | – | 0.14% | 90 |
|
|
2021
Q1 | $767K | Buy |
1,611
+1
| +0.1% | +$476 | 0.17% | 85 |
|
|
2020
Q4 | $676K | Buy |
+1,610
| New | +$676K | 0.12% | 110 |
|