Burney Company’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 | $279K | Hold |
492
| – | – | 0.01% | 505 |
|
|
2025
Q1 | $262K | Buy |
492
+2
| +0.4% | +$1.07K | 0.01% | 525 |
|
|
2024
Q4 | $279K | Hold |
490
| – | – | 0.01% | 515 |
|
|
2024
Q3 | $279K | Hold |
490
| – | – | 0.01% | 529 |
|
|
2024
Q2 | $262K | Hold |
490
| – | – | 0.01% | 533 |
|
|
2024
Q1 | $273K | Buy |
+490
| New | +$273K | 0.01% | 538 |
|
|
2022
Q2 | – | Sell |
-415
| Closed | -$204K | – | 562 |
|
|
2022
Q1 | $204K | Hold |
415
| – | – | 0.01% | 561 |
|
|
2021
Q4 | $215K | Buy |
+415
| New | +$215K | 0.01% | 559 |
|
|
2021
Q3 | – | Sell |
-415
| Closed | -$204K | – | 589 |
|
|
2021
Q2 | $204K | Buy |
+415
| New | +$204K | 0.01% | 573 |
|
|
2020
Q1 | – | Sell |
-590
| Closed | -$221K | – | 457 |
|
|
2019
Q4 | $221K | Sell |
590
-515
| -47% | -$193K | 0.01% | 440 |
|
|
2019
Q3 | $389K | Buy |
+1,105
| New | +$389K | 0.02% | 343 |
|
|
2018
Q3 | – | Sell |
-615
| Closed | -$218K | – | 459 |
|
|
2018
Q2 | $218K | Buy |
+615
| New | +$218K | 0.01% | 422 |
|
|
2018
Q1 | – | Sell |
-605
| Closed | -$209K | – | 436 |
|
|
2017
Q4 | $209K | Buy |
+605
| New | +$209K | 0.01% | 415 |
|