Brightwater Advisory’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 | $679K | Buy |
1,198
+321
| +37% | +$182K | 0.49% | 32 |
|
|
2025
Q1 | $468K | Buy |
877
+92
| +12% | +$49.1K | 0.37% | 44 |
|
|
2024
Q4 | $447K | Hold |
785
| – | – | 0.35% | 44 |
|
|
2024
Q3 | $447K | Hold |
785
| – | – | 0.33% | 46 |
|
|
2024
Q2 | $420K | Buy |
785
+116
| +17% | +$62.1K | 0.32% | 50 |
|
|
2024
Q1 | $372K | Hold |
669
| – | – | 0.3% | 43 |
|
|
2023
Q4 | $339K | Buy |
+669
| New | +$339K | 0.29% | 42 |
|