Blue Bell Private Wealth Management’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 | $198K | Hold |
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|
2025
Q2 | $188K | Hold |
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|
2025
Q1 | $177K | Hold |
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|
2024
Q4 | $189K | Hold |
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|
2024
Q3 | $189K | Hold |
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|
2024
Q2 | $178K | Sell |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $108K | Sell |
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|
2023
Q2 | $119K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $110K | Hold |
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|
2022
Q3 | $100K | Hold |
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|
2022
Q2 | $103K | Hold |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $128K | Hold |
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|
2021
Q3 | $120K | Hold |
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|
2021
Q2 | $122K | Sell |
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|
2021
Q1 | $127K | Sell |
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|
2020
Q4 | $110K | Sell |
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|
2020
Q3 | $103K | Sell |
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|
2020
Q2 | $130K | Sell |
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|
2020
Q1 | $131K | Buy |
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|
2019
Q4 | $66K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5K | Sell |
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|
2014
Q2 | $16K | Hold |
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|
2014
Q1 | $15K | Sell |
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|
2013
Q4 | $18K | Buy |
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