Callan Family Office’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 | $11.3M | Sell |
19,875
-292
| -1% | -$165K | 0.36% | 54 |
|
|
2025
Q1 | $10.8M | Sell |
20,167
-556
| -3% | -$297K | 0.81% | 23 |
|
|
2024
Q4 | $11.8M | Buy |
20,723
+11
| +0.1% | +$6.27K | 0.75% | 25 |
|
|
2024
Q3 | $11.8M | Buy |
20,712
+1,594
| +8% | +$908K | 1.98% | 12 |
|
|
2024
Q2 | $10.2M | Buy |
19,118
+7,479
| +64% | +$4M | 1.96% | 12 |
|
|
2024
Q1 | $6.48M | Buy |
11,639
+1,511
| +15% | +$841K | 1.52% | 15 |
|
|
2023
Q4 | $5.14M | Hold |
10,128
| – | – | 1.27% | 16 |
|
|
2023
Q3 | $4.62M | Buy |
10,128
+30
| +0.3% | +$13.7K | 1.23% | 16 |
|
|
2023
Q2 | $4.84M | Buy |
10,098
+2
| +0% | +$958 | 1.28% | 16 |
|
|
2023
Q1 | $4.63M | Buy |
10,096
+2,259
| +29% | +$1.04M | 1.12% | 20 |
|
|
2022
Q4 | $3.47M | Buy |
+7,837
| New | +$3.47M | 1.12% | 20 |
|