CIBC Private Wealth Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.79M | Sell |
11,984
-1,226
| -9% | -$695K | 0.01% | 386 |
|
|
2025
Q1 | $6.19M | Sell |
13,210
-309
| -2% | -$145K | 0.01% | 374 |
|
|
2024
Q4 | $7.76M | Sell |
13,519
-716
| -5% | -$411K | 0.01% | 361 |
|
|
2024
Q3 | $8.11M | Sell |
14,235
-1,367
| -9% | -$779K | 0.01% | 367 |
|
|
2024
Q2 | $8.28M | Sell |
15,602
-152
| -1% | -$80.7K | 0.02% | 345 |
|
|
2024
Q1 | $8.7M | Buy |
15,754
+100
| +0.6% | +$55.2K | 0.02% | 341 |
|
|
2023
Q4 | $7.94M | Sell |
15,654
-487
| -3% | -$247K | 0.02% | 338 |
|
|
2023
Q3 | $7.37M | Sell |
16,141
-992
| -6% | -$453K | 0.02% | 344 |
|
|
2023
Q2 | $8.21M | Buy |
17,133
+234
| +1% | +$112K | 0.02% | 342 |
|
|
2023
Q1 | $2.88M | Sell |
16,899
-1,825
| -10% | -$311K | 0.01% | 461 |
|
|
2022
Q4 | $4.75M | Buy |
18,724
+231
| +1% | +$58.6K | 0.02% | 335 |
|
|
2022
Q3 | $7.43M | Sell |
18,493
-407
| -2% | -$163K | 0.02% | 335 |
|
|
2022
Q2 | $7.81M | Sell |
18,900
-205
| -1% | -$84.8K | 0.02% | 334 |
|
|
2022
Q1 | $9.37M | Buy |
19,105
+626
| +3% | +$307K | 0.02% | 332 |
|
|
2021
Q4 | $9.57M | Sell |
18,479
-252
| -1% | -$130K | 0.02% | 331 |
|
|
2021
Q3 | $9.01M | Buy |
18,731
+553
| +3% | +$266K | 0.02% | 342 |
|
|
2021
Q2 | $8.93M | Buy |
18,178
+10,179
| +127% | +$5M | 0.02% | 346 |
|
|
2021
Q1 | $3.81M | Sell |
7,999
-14
| -0.2% | -$6.67K | 0.01% | 430 |
|
|
2020
Q4 | $3.37M | Sell |
8,013
-30
| -0.4% | -$12.6K | 0.01% | 426 |
|
|
2020
Q3 | $2.73M | Buy |
+8,043
| New | +$2.73M | 0.01% | 417 |
|
|
2020
Q2 | – | Sell |
-9,762
| Closed | -$2.57M | – | 722 |
|
|
2020
Q1 | $2.57M | Sell |
9,762
-974
| -9% | -$256K | 0.01% | 375 |
|
|
2019
Q4 | $4.03M | Sell |
10,736
-660
| -6% | -$248K | 0.01% | 373 |
|
|
2019
Q3 | $4.02M | Sell |
11,396
-45
| -0.4% | -$15.9K | 0.01% | 372 |
|
|
2019
Q2 | $4.06M | Sell |
11,441
-410
| -3% | -$145K | 0.01% | 384 |
|
|
2019
Q1 | $4.09M | Buy |
11,851
+250
| +2% | +$86.3K | 0.02% | 371 |
|
|
2018
Q4 | $3.51M | Sell |
11,601
-64
| -0.5% | -$19.4K | 0.02% | 378 |
|
|
2018
Q3 | $4.29M | Buy |
11,665
+100
| +0.9% | +$36.7K | 0.02% | 384 |
|
|
2018
Q2 | $4.11M | Buy |
11,565
+889
| +8% | +$316K | 0.02% | 384 |
|
|
2018
Q1 | $3.65M | Sell |
10,676
-285
| -3% | -$97.4K | 0.02% | 397 |
|
|
2017
Q4 | $3.79M | Sell |
10,961
-139
| -1% | -$48K | 0.02% | 383 |
|
|
2017
Q3 | $3.62M | Sell |
11,100
-1,611
| -13% | -$526K | 0.02% | 384 |
|
|
2017
Q2 | $4.04M | Sell |
12,711
-875
| -6% | -$278K | 0.03% | 307 |
|
|
2017
Q1 | $4.24M | Buy |
+13,586
| New | +$4.24M | 0.03% | 297 |
|