Clearwater Capital Advisors’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 | $375K | Buy |
662
+6
| +0.9% | +$3.4K | 0.03% | 123 |
|
|
2025
Q1 | $350K | Hold |
656
| – | – | 0.03% | 129 |
|
|
2024
Q4 | $374K | Hold |
656
| – | – | 0.04% | 128 |
|
|
2024
Q3 | $374K | Hold |
656
| – | – | 0.04% | 128 |
|
|
2024
Q2 | $351K | Hold |
656
| – | – | 0.04% | 119 |
|
|
2024
Q1 | $365K | Hold |
656
| – | – | 0.04% | 118 |
|
|
2023
Q4 | $333K | Hold |
656
| – | – | 0.04% | 117 |
|
|
2023
Q3 | $300K | Hold |
656
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $314K | Hold |
656
| – | – | 0.04% | 112 |
|
|
2023
Q1 | $301K | Sell |
656
-35
| -5% | -$16K | 0.04% | 115 |
|
|
2022
Q4 | $306K | Hold |
691
| – | – | 0.04% | 120 |
|
|
2022
Q3 | $278K | Hold |
691
| – | – | 0.04% | 125 |
|
|
2022
Q2 | $286K | Hold |
691
| – | – | 0.04% | 117 |
|
|
2022
Q1 | $339K | Hold |
691
| – | – | 0.04% | 124 |
|
|
2021
Q4 | $358K | Hold |
691
| – | – | 0.04% | 123 |
|
|
2021
Q3 | $332K | Hold |
691
| – | – | 0.04% | 123 |
|
|
2021
Q2 | $339K | Hold |
691
| – | – | 0.04% | 123 |
|
|
2021
Q1 | $329K | Hold |
691
| – | – | 0.04% | 123 |
|
|
2020
Q4 | $290K | Buy |
+691
| New | +$290K | 0.04% | 122 |
|
|
2018
Q4 | – | Sell |
-732
| Closed | -$269K | – | 193 |
|
|
2018
Q3 | $269K | Hold |
732
| – | – | 0.05% | 168 |
|
|
2018
Q2 | $260K | Buy |
732
+20
| +3% | +$7.1K | 0.05% | 166 |
|
|
2018
Q1 | $243K | Hold |
712
| – | – | 0.05% | 166 |
|
|
2017
Q4 | $246K | Buy |
712
+45
| +7% | +$15.5K | 0.05% | 160 |
|
|
2017
Q3 | $220K | Buy |
667
+20
| +3% | +$6.6K | 0.05% | 162 |
|
|
2017
Q2 | $205K | Sell |
647
-203
| -24% | -$64.3K | 0.05% | 157 |
|
|
2017
Q1 | $262K | Buy |
+850
| New | +$262K | 0.07% | 141 |
|