Cassaday & Co Wealth Management’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 | $1.07M | Sell |
1,894
-62
| -3% | -$35.1K | 0.03% | 122 |
|
|
2025
Q1 | $1.04M | Buy |
1,956
+50
| +3% | +$26.7K | 0.03% | 111 |
|
|
2024
Q4 | $1.09M | Hold |
1,906
| – | – | 0.03% | 106 |
|
|
2024
Q3 | $1.09M | Buy |
1,906
+35
| +2% | +$19.9K | 0.03% | 104 |
|
|
2024
Q2 | $1M | Hold |
1,871
| – | – | 0.03% | 102 |
|
|
2024
Q1 | $1.04M | Buy |
1,871
+325
| +21% | +$181K | 0.03% | 102 |
|
|
2023
Q4 | $784K | Hold |
1,546
| – | – | 0.03% | 115 |
|
|
2023
Q3 | $706K | Hold |
1,546
| – | – | 0.03% | 112 |
|
|
2023
Q2 | $740K | Hold |
1,546
| – | – | 0.03% | 117 |
|
|
2023
Q1 | $709K | Sell |
1,546
-12
| -0.8% | -$5.5K | 0.03% | 126 |
|
|
2022
Q4 | $690K | Buy |
+1,558
| New | +$690K | 0.03% | 125 |
|