Braun Stacey 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 | $974K | Sell |
1,719
-404
| -19% | -$229K | 0.04% | 98 |
|
|
2025
Q1 | $1.13M | Sell |
2,123
-239
| -10% | -$128K | 0.05% | 99 |
|
|
2024
Q4 | $1.35M | Sell |
2,362
-94
| -4% | -$53.5K | 0.05% | 97 |
|
|
2024
Q3 | $1.4M | Buy |
2,456
+390
| +19% | +$222K | 0.05% | 97 |
|
|
2024
Q2 | $1.11M | Sell |
2,066
-241
| -10% | -$129K | 0.04% | 96 |
|
|
2024
Q1 | $1.28M | Sell |
2,307
-28
| -1% | -$15.6K | 0.05% | 98 |
|
|
2023
Q4 | $1.19M | Buy |
2,335
+133
| +6% | +$67.5K | 0.05% | 99 |
|
|
2023
Q3 | $1.01M | Buy |
2,202
+20
| +0.9% | +$9.13K | 0.05% | 101 |
|
|
2023
Q2 | $1.04M | Sell |
2,182
-1,984
| -48% | -$950K | 0.05% | 106 |
|
|
2023
Q1 | $1.91M | Buy |
4,166
+2,401
| +136% | +$1.1M | 0.05% | 113 |
|
|
2022
Q4 | $782K | Buy |
1,765
+4
| +0.2% | +$1.77K | 0.04% | 110 |
|
|
2022
Q3 | $708K | Sell |
1,761
-62
| -3% | -$24.9K | 0.04% | 109 |
|
|
2022
Q2 | $754K | Sell |
1,823
-821
| -31% | -$340K | 0.04% | 112 |
|
|
2022
Q1 | $1.3M | Sell |
2,644
-1,465
| -36% | -$719K | 0.05% | 112 |
|
|
2021
Q4 | $2.13M | Sell |
4,109
-120
| -3% | -$62.1K | 0.08% | 108 |
|
|
2021
Q3 | $2.03M | Sell |
4,229
-145
| -3% | -$69.7K | 0.08% | 109 |
|
|
2021
Q2 | $2.15M | Sell |
4,374
-36
| -0.8% | -$17.7K | 0.08% | 109 |
|
|
2021
Q1 | $2.1M | Sell |
4,410
-185
| -4% | -$88.1K | 0.09% | 109 |
|
|
2020
Q4 | $1.93M | Buy |
4,595
+55
| +1% | +$23.1K | 0.09% | 107 |
|
|
2020
Q3 | $1.54M | Sell |
4,540
-375
| -8% | -$127K | 0.08% | 106 |
|
|
2020
Q2 | $1.6M | Sell |
4,915
-95
| -2% | -$30.8K | 0.09% | 103 |
|
|
2020
Q1 | $1.32M | Sell |
5,010
-497
| -9% | -$131K | 0.1% | 105 |
|
|
2019
Q4 | $2.07M | Buy |
5,507
+165
| +3% | +$61.9K | 0.12% | 102 |
|
|
2019
Q3 | $1.88M | Sell |
5,342
-68
| -1% | -$24K | 0.12% | 99 |
|
|
2019
Q2 | $1.92M | Buy |
5,410
+37
| +0.7% | +$13.1K | 0.12% | 104 |
|
|
2019
Q1 | $1.86M | Buy |
5,373
+40
| +0.8% | +$13.8K | 0.12% | 106 |
|
|
2018
Q4 | $1.61M | Sell |
5,333
-440
| -8% | -$133K | 0.13% | 107 |
|
|
2018
Q3 | $2.12M | Buy |
5,773
+29
| +0.5% | +$10.7K | 0.14% | 109 |
|
|
2018
Q2 | $2.04M | Sell |
5,744
-98
| -2% | -$34.8K | 0.14% | 107 |
|
|
2018
Q1 | $2M | Sell |
5,842
-268
| -4% | -$91.6K | 0.14% | 110 |
|
|
2017
Q4 | $2.11M | Buy |
6,110
+95
| +2% | +$32.8K | 0.14% | 110 |
|
|
2017
Q3 | $1.96M | Buy |
6,015
+500
| +9% | +$163K | 0.13% | 108 |
|
|
2017
Q2 | $1.75M | Buy |
5,515
+165
| +3% | +$52.4K | 0.11% | 111 |
|
|
2017
Q1 | $1.67M | Buy |
5,350
+47
| +0.9% | +$14.7K | 0.11% | 113 |
|
|
2016
Q4 | $1.6M | Sell |
5,303
-25
| -0.5% | -$7.54K | 0.11% | 124 |
|
|
2016
Q3 | $1.5M | Sell |
5,328
-165
| -3% | -$46.6K | 0.1% | 113 |
|
|
2016
Q2 | $1.5M | Sell |
5,493
-80
| -1% | -$21.8K | 0.1% | 110 |
|
|
2016
Q1 | $1.47M | Sell |
5,573
-775
| -12% | -$204K | 0.1% | 112 |
|
|
2015
Q4 | $1.61M | Sell |
6,348
-263
| -4% | -$66.8K | 0.1% | 104 |
|
|
2015
Q3 | $1.65M | Sell |
6,611
-685
| -9% | -$171K | 0.11% | 106 |
|
|
2015
Q2 | $1.99M | Buy |
7,296
+190
| +3% | +$51.9K | 0.08% | 156 |
|
|
2015
Q1 | $1.97M | Buy |
7,106
+57
| +0.8% | +$15.8K | 0.12% | 105 |
|
|
2014
Q4 | $1.86M | Sell |
7,049
-400
| -5% | -$106K | 0.11% | 104 |
|
|
2014
Q3 | $1.86M | Sell |
7,449
-429
| -5% | -$107K | 0.11% | 107 |
|
|
2014
Q2 | $2.05M | Sell |
7,878
-725
| -8% | -$189K | 0.12% | 106 |
|
|
2014
Q1 | $2.16M | Sell |
8,603
-270
| -3% | -$67.6K | 0.13% | 110 |
|
|
2013
Q4 | $2.17M | Buy |
8,873
+510
| +6% | +$125K | 0.12% | 109 |
|
|
2013
Q3 | $1.89M | Sell |
8,363
-250
| -3% | -$56.6K | 0.12% | 110 |
|
|
2013
Q2 | $1.81M | Buy |
+8,613
| New | +$1.81M | 0.11% | 112 |
|