BFO
Boston Family Office’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Sell |
12,920
-17
| -0.1% | -$9.63K | 0.49% | 56 |
|
|
2025
Q1 | $6.9M | Sell |
12,937
-745
| -5% | -$397K | 0.49% | 54 |
|
|
2024
Q4 | $7.79M | Sell |
13,682
-498
| -4% | -$284K | 0.54% | 53 |
|
|
2024
Q3 | $8.08M | Sell |
14,180
-236
| -2% | -$134K | 0.55% | 55 |
|
|
2024
Q2 | $7.71M | Sell |
14,416
-1,695
| -11% | -$907K | 0.56% | 52 |
|
|
2024
Q1 | $8.96M | Sell |
16,111
-633
| -4% | -$352K | 0.64% | 51 |
|
|
2023
Q4 | $8.5M | Buy |
16,744
+24
| +0.1% | +$12.2K | 0.64% | 46 |
|
|
2023
Q3 | $7.64M | Sell |
16,720
-1,954
| -10% | -$892K | 0.63% | 48 |
|
|
2023
Q2 | $8.94M | Sell |
18,674
-2,624
| -12% | -$1.26M | 0.69% | 48 |
|
|
2023
Q1 | $9.76M | Sell |
21,298
-398
| -2% | -$182K | 0.78% | 40 |
|
|
2022
Q4 | $9.61M | Sell |
21,696
-769
| -3% | -$341K | 0.8% | 42 |
|
|
2022
Q3 | $9.02M | Sell |
22,465
-11
| -0% | -$4.42K | 0.8% | 41 |
|
|
2022
Q2 | $9.29M | Sell |
22,476
-982
| -4% | -$406K | 0.78% | 42 |
|
|
2022
Q1 | $11.5M | Sell |
23,458
-4,104
| -15% | -$2.01M | 0.82% | 38 |
|
|
2021
Q4 | $14.3M | Sell |
27,562
-3,437
| -11% | -$1.78M | 0.93% | 36 |
|
|
2021
Q3 | $14.9M | Sell |
30,999
-1,030
| -3% | -$495K | 1.08% | 29 |
|
|
2021
Q2 | $15.7M | Sell |
32,029
-1,209
| -4% | -$594K | 1.12% | 27 |
|
|
2021
Q1 | $16.6M | Sell |
33,238
-1,969
| -6% | -$982K | 1.24% | 24 |
|
|
2020
Q4 | $14.8M | Sell |
35,207
-448
| -1% | -$188K | 1.14% | 26 |
|
|
2020
Q3 | $12.1M | Sell |
35,655
-1,379
| -4% | -$467K | 1.1% | 31 |
|
|
2020
Q2 | $12M | Buy |
37,034
+279
| +0.8% | +$90.5K | 1.17% | 25 |
|
|
2020
Q1 | $9.66M | Sell |
36,755
-2,974
| -7% | -$782K | 1.14% | 29 |
|
|
2019
Q4 | $14.9M | Sell |
39,729
-1,167
| -3% | -$438K | 1.42% | 19 |
|
|
2019
Q3 | $14.4M | Buy |
40,896
+9
| +0% | +$3.17K | 1.5% | 16 |
|
|
2019
Q2 | $14.5M | Buy |
40,887
+277
| +0.7% | +$98.2K | 1.51% | 16 |
|
|
2019
Q1 | $14M | Sell |
40,610
-740
| -2% | -$256K | 1.52% | 17 |
|
|
2018
Q4 | $12.5M | Sell |
41,350
-937
| -2% | -$284K | 1.56% | 15 |
|
|
2018
Q3 | $15.5M | Buy |
42,287
+181
| +0.4% | +$66.5K | 1.64% | 9 |
|
|
2018
Q2 | $14.9M | Buy |
42,106
+926
| +2% | +$329K | 1.69% | 10 |
|
|
2018
Q1 | $14.1M | Sell |
41,180
-1,969
| -5% | -$673K | 1.6% | 11 |
|
|
2017
Q4 | $14.9M | Sell |
43,149
-2,322
| -5% | -$802K | 1.64% | 10 |
|
|
2017
Q3 | $14.8M | Buy |
45,471
+385
| +0.9% | +$126K | 1.69% | 11 |
|
|
2017
Q2 | $14.3M | Buy |
45,086
+844
| +2% | +$268K | 1.7% | 10 |
|
|
2017
Q1 | $13.8M | Buy |
44,242
+682
| +2% | +$213K | 1.7% | 10 |
|
|
2016
Q4 | $13.1M | Sell |
43,560
-422
| -1% | -$127K | 1.71% | 10 |
|
|
2016
Q3 | $12.4M | Sell |
43,982
-86
| -0.2% | -$24.3K | 1.61% | 15 |
|
|
2016
Q2 | $12M | Sell |
44,068
-1
| -0% | -$272 | 1.55% | 17 |
|
|
2016
Q1 | $11.6M | Sell |
44,069
-1,050
| -2% | -$276K | 1.53% | 17 |
|
|
2015
Q4 | $11.5M | Sell |
45,119
-2,530
| -5% | -$643K | 1.57% | 14 |
|
|
2015
Q3 | $11.9M | Sell |
47,649
-255
| -0.5% | -$63.5K | 1.65% | 13 |
|
|
2015
Q2 | $13.1M | Sell |
47,904
-359
| -0.7% | -$98.1K | 1.65% | 11 |
|
|
2015
Q1 | $13.4M | Sell |
48,263
-530
| -1% | -$147K | 1.66% | 10 |
|
|
2014
Q4 | $12.9M | Sell |
48,793
-550
| -1% | -$145K | 1.6% | 12 |
|
|
2014
Q3 | $12.3M | Buy |
49,343
+107
| +0.2% | +$26.7K | 1.58% | 11 |
|
|
2014
Q2 | $12.8M | Buy |
49,236
+774
| +2% | +$202K | 1.63% | 9 |
|
|
2014
Q1 | $12.1M | Sell |
48,462
-760
| -2% | -$190K | 1.61% | 10 |
|
|
2013
Q4 | $12M | Sell |
49,222
-200
| -0.4% | -$48.8K | 1.59% | 10 |
|
|
2013
Q3 | $11.2M | Buy |
49,422
+515
| +1% | +$117K | 1.59% | 10 |
|
|
2013
Q2 | $10.3M | Buy |
+48,907
| New | +$10.3M | 1.56% | 11 |
|