ClientFirst Wealth Management’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 | $2.12M | Hold |
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|
2025
Q1 | $2M | Hold |
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|
2024
Q4 | $2.13M | Buy |
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|
2023
Q3 | $1.7M | Hold |
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|
2023
Q2 | $1.85M | Hold |
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|
2023
Q1 | $1.72M | Hold |
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|
2022
Q4 | $1.68M | Hold |
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|
2022
Q3 | $1.74M | Hold |
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|
2022
Q2 | $1.57M | Hold |
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|
2022
Q1 | $1.86M | Hold |
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|
2021
Q4 | $1.88M | Buy |
|