Clifford Swan Investment Counsel’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
Q3 | $1.11M | Hold |
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|
2025
Q2 | $1.06M | Hold |
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|
2025
Q1 | $998K | Hold |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1M | Hold |
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|
2023
Q3 | $904K | Sell |
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|
2023
Q2 | $964K | Hold |
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|
2023
Q1 | $922K | Sell |
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|
2022
Q4 | $925K | Hold |
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|
2022
Q3 | $839K | Hold |
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|
2022
Q2 | $864K | Hold |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $995K | Sell |
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|
2020
Q4 | $941K | Sell |
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|
2020
Q3 | $844K | Buy |
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|
2020
Q2 | $803K | Hold |
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|
2020
Q1 | $651K | Hold |
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|
2019
Q4 | $929K | Hold |
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|
2019
Q3 | $873K | Sell |
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|
2019
Q2 | $882K | Buy |
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|
2019
Q1 | $713K | Hold |
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|
2018
Q4 | $624K | Sell |
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|
2018
Q3 | $762K | Hold |
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|
2018
Q2 | $736K | Hold |
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|
2018
Q1 | $708K | Hold |
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|
2017
Q4 | $716K | Sell |
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|
2017
Q3 | $837K | Hold |
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|
2017
Q2 | $815K | Sell |
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|
2017
Q1 | $814K | Sell |
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|
2016
Q4 | $806K | Hold |
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|
2016
Q3 | $754K | Buy |
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|
2016
Q2 | $716K | Hold |
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|
2016
Q1 | $691K | Hold |
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|
2015
Q4 | $668K | Hold |
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|
2015
Q3 | $655K | Hold |
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|
2015
Q2 | $719K | Hold |
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|
2015
Q1 | $729K | Hold |
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|
2014
Q4 | $694K | Hold |
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|
2014
Q3 | $656K | Hold |
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|
2014
Q2 | $685K | Hold |
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|
2014
Q1 | $659K | Hold |
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|
2013
Q4 | $642K | Hold |
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|
2013
Q3 | $595K | Hold |
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|
2013
Q2 | $553K | Buy |
|