Blue Trust Inc’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
$525K Sell
926
-19
-2% -$10.8K 0.01% 427
2025
Q1
$504K Buy
945
+191
+25% +$102K 0.01% 407
2024
Q4
$429K Buy
754
+35
+5% +$19.9K 0.01% 414
2024
Q3
$385K Sell
719
-8
-1% -$4.28K 0.01% 565
2024
Q2
$405K Hold
727
0.01% 455
2024
Q1
$405K Buy
727
+28
+4% +$15.6K 0.01% 314
2023
Q4
$319K Hold
699
0.01% 323
2023
Q3
$335K Hold
699
0.01% 320
2023
Q2
$320K Buy
699
+286
+69% +$131K 0.01% 297
2023
Q1
$183K Sell
413
-48
-10% -$21.3K ﹤0.01% 574
2022
Q4
$185K Buy
461
+183
+66% +$73.4K ﹤0.01% 481
2022
Q3
$115K Sell
278
-51
-16% -$21.1K ﹤0.01% 483
2022
Q2
$161K Buy
+329
New +$161K ﹤0.01% 368