Broadview Financial Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $591K | Sell |
|
|||||
|
2025
Q2 | $585K | Sell |
|
|||||
|
2025
Q1 | $554K | Sell |
|
|||||
|
2024
Q4 | $610K | Sell |
|
|||||
|
2024
Q3 | $617K | Sell |
|
|||||
|
2024
Q2 | $588K | Sell |
|
|||||
|
2024
Q1 | $615K | Sell |
|
|||||
|
2023
Q4 | $580K | Sell |
|
|||||
|
2023
Q3 | $525K | Buy |
|
|||||
|
2023
Q2 | $549K | Buy |
|
|||||
|
2023
Q1 | $524K | Sell |
|
|||||
|
2022
Q4 | $558K | Buy |
|
|||||
|
2022
Q3 | $504K | Sell |
|
|||||
|
2022
Q2 | $567K | Buy |
|
|||||
|
2022
Q1 | $671K | Buy |
|
|||||
|
2021
Q4 | $706K | Buy |
|
|||||
|
2021
Q3 | $654K | Buy |
|
|||||
|
2021
Q2 | $666K | Buy |
|
|||||
|
2021
Q1 | $645K | Sell |
|
|||||
|
2020
Q4 | $587K | Sell |
|
|||||
|
2020
Q3 | $513K | Buy |
|
|||||
|
2020
Q2 | $480K | Sell |
|
|||||
|
2020
Q1 | $416K | Buy |
|
|||||
|
2019
Q4 | $589K | Buy |
|
|||||
|
2019
Q3 | $551K | Buy |
|
|||||
|
2019
Q2 | $434K | Buy |
|
|||||
|
2019
Q1 | $421K | Buy |
|
|||||
|
2018
Q4 | $368K | Buy |
|
|||||
|
2018
Q3 | $418K | Buy |
|
|||||
|
2018
Q2 | $403K | Sell |
|
|||||
|
2018
Q1 | $397K | Sell |
|
|||||
|
2017
Q4 | $410K | Buy |
|