Bill Few Associates’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 | $1.13M | Buy |
2,002
+14
| +0.7% | +$7.93K | 0.32% | 69 |
|
|
2025
Q1 | $1.06M | Hold |
1,988
| – | – | 0.38% | 64 |
|
|
2024
Q4 | $1.13M | Hold |
1,988
| – | – | 0.4% | 62 |
|
|
2024
Q3 | $1.13M | Buy |
1,988
+5
| +0.3% | +$2.85K | 0.4% | 61 |
|
|
2024
Q2 | $1.06M | Hold |
1,983
| – | – | 0.41% | 59 |
|
|
2024
Q1 | $1.1M | Buy |
1,983
+13
| +0.7% | +$7.23K | 0.45% | 58 |
|
|
2023
Q4 | $1,000K | Hold |
1,970
| – | – | 0.46% | 56 |
|
|
2023
Q3 | $900K | Buy |
1,970
+24
| +1% | +$11K | 0.47% | 51 |
|
|
2023
Q2 | $932K | Hold |
1,946
| – | – | 0.48% | 49 |
|
|
2023
Q1 | $892K | Hold |
1,946
| – | – | 0.5% | 48 |
|
|
2022
Q4 | $862K | Sell |
1,946
-25
| -1% | -$11.1K | 0.51% | 44 |
|
|
2022
Q3 | $791K | Hold |
1,971
| – | – | 0.54% | 44 |
|
|
2022
Q2 | $815K | Hold |
1,971
| – | – | 0.52% | 43 |
|
|
2022
Q1 | $967K | Hold |
1,971
| – | – | 0.53% | 43 |
|
|
2021
Q4 | $1.02M | Buy |
+1,971
| New | +$1.02M | 0.53% | 42 |
|