Certified Advisory Corp’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
$602K Buy
1,062
+36
+4% +$20.4K 0.06% 182
2025
Q1
$548K Sell
1,026
-38
-4% -$20.3K 0.06% 182
2024
Q4
$606K Buy
1,064
+76
+8% +$43.3K 0.07% 177
2024
Q3
$563K Sell
988
-3
-0.3% -$1.71K 0.06% 184
2024
Q2
$530K Sell
991
-17
-2% -$9.1K 0.07% 181
2024
Q1
$561K Buy
1,008
+132
+15% +$73.4K 0.08% 169
2023
Q4
$445K Sell
876
-246
-22% -$125K 0.07% 179
2023
Q3
$513K Buy
1,122
+51
+5% +$23.3K 0.09% 156
2023
Q2
$513K Buy
1,071
+29
+3% +$13.9K 0.09% 150
2023
Q1
$478K Buy
1,042
+63
+6% +$28.9K 0.08% 170
2022
Q4
$433K Sell
979
-321
-25% -$142K 0.09% 168
2022
Q3
$522K Buy
1,300
+195
+18% +$78.3K 0.12% 149
2022
Q2
$457K Sell
1,105
-194
-15% -$80.2K 0.1% 154
2022
Q1
$637K Buy
1,299
+2
+0.2% +$981 0.14% 141
2021
Q4
$671K Buy
1,297
+37
+3% +$19.1K 0.15% 141
2021
Q3
$606K Sell
1,260
-73
-5% -$35.1K 0.15% 142
2021
Q2
$654K Buy
1,333
+1,056
+381% +$518K 0.16% 135
2021
Q1
$132K Buy
+277
New +$132K 0.03% 225
2020
Q2
$97K Sell
299
-68
-19% -$22.1K 0.03% 233
2020
Q1
$96K Buy
367
+1
+0.3% +$262 0.04% 212
2019
Q4
$137K Sell
366
-2
-0.5% -$749 0.04% 210
2019
Q3
$130K Sell
368
-16
-4% -$5.65K 0.05% 209
2019
Q2
$136K Sell
384
-51
-12% -$18.1K 0.05% 203
2019
Q1
$150K Sell
435
-28
-6% -$9.66K 0.06% 182
2018
Q4
$140K Buy
463
+51
+12% +$15.4K 0.07% 170
2018
Q3
$152K Buy
412
+72
+21% +$26.6K 0.07% 166
2018
Q2
$121K Buy
340
+1
+0.3% +$356 0.07% 184
2018
Q1
$115K Buy
339
+21
+7% +$7.12K 0.07% 182
2017
Q4
$110K Buy
+318
New +$110K 0.08% 157