Brighton Jones LLC’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
$1.09M Sell
1,926
-69
-3% -$39.1K 0.03% 303
2025
Q1
$1.06M Sell
1,995
-45
-2% -$24K 0.03% 256
2024
Q4
$1.16M Buy
2,040
+228
+13% +$130K 0.03% 232
2024
Q3
$1.03M Sell
1,812
-235
-11% -$134K 0.04% 212
2024
Q2
$1.1M Buy
2,047
+417
+26% +$223K 0.04% 215
2024
Q1
$907K Buy
1,630
+107
+7% +$59.5K 0.03% 236
2023
Q4
$773K Buy
1,523
+71
+5% +$36K 0.03% 243
2023
Q3
$663K Sell
1,452
-42
-3% -$19.2K 0.03% 238
2023
Q2
$715K Buy
1,494
+10
+0.7% +$4.79K 0.04% 240
2023
Q1
$680K Buy
1,484
+228
+18% +$105K 0.04% 235
2022
Q4
$556K Buy
1,256
+141
+13% +$62.5K 0.03% 233
2022
Q3
$448K Buy
1,115
+219
+24% +$88K 0.03% 261
2022
Q2
$370K Buy
896
+1
+0.1% +$413 0.02% 303
2022
Q1
$439K Buy
895
+2
+0.2% +$981 0.02% 301
2021
Q4
$462K Buy
893
+1
+0.1% +$517 0.02% 296
2021
Q3
$429K Buy
892
+1
+0.1% +$481 0.02% 296
2021
Q2
$438K Hold
891
0.02% 278
2021
Q1
$424K Buy
891
+1
+0.1% +$476 0.03% 256
2020
Q4
$374K Buy
890
+1
+0.1% +$420 0.02% 259
2020
Q3
$301K Buy
889
+1
+0.1% +$339 0.02% 254
2020
Q2
$288K Sell
888
-34
-4% -$11K 0.02% 228
2020
Q1
$242K Sell
922
-881
-49% -$231K 0.03% 239
2019
Q4
$677K Buy
1,803
+3
+0.2% +$1.13K 0.07% 152
2019
Q3
$635K Buy
1,800
+2
+0.1% +$706 0.07% 147
2019
Q2
$638K Buy
1,798
+1
+0.1% +$355 0.07% 142
2019
Q1
$621K Buy
1,797
+8
+0.4% +$2.77K 0.08% 148
2018
Q4
$542K Buy
1,789
+1
+0.1% +$303 0.08% 133
2018
Q3
$657K Sell
1,788
-98
-5% -$36K 0.08% 127
2018
Q2
$670K Buy
1,886
+592
+46% +$210K 0.09% 139
2018
Q1
$442K Buy
1,294
+288
+29% +$98.4K 0.06% 172
2017
Q4
$347K Hold
1,006
0.04% 190
2017
Q3
$328K Hold
1,006
0.04% 197
2017
Q2
$320K Buy
+1,006
New +$320K 0.05% 190