Cary Street Partners Investment Advisory’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
Q2 | $566 | Hold |
|
|||||
|
2025
Q1 | $533 | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $1.45M | Buy |
|
|||||
|
2024
Q2 | $1.29M | Sell |
|
|||||
|
2024
Q1 | $1.35M | Buy |
|
|||||
|
2023
Q4 | $479K | Sell |
|
|||||
|
2023
Q3 | $452K | Sell |
|
|||||
|
2023
Q2 | $500K | Buy |
|
|||||
|
2023
Q1 | $452K | Buy |
|
|||||
|
2022
Q4 | $422K | Buy |
|
|||||
|
2022
Q3 | $231K | Hold |
|
|||||
|
2022
Q2 | $237K | Sell |
|
|||||
|
2022
Q1 | $548K | Buy |
|
|||||
|
2021
Q4 | $298K | Buy |
|
|||||
|
2021
Q3 | $250K | Hold |
|
|||||
|
2021
Q2 | $255K | Sell |
|
|||||
|
2021
Q1 | $249K | Sell |
|
|||||
|
2020
Q4 | $308K | Sell |
|
|||||
|
2020
Q3 | $452K | Buy |
|