Congress Wealth Management’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 | $7.81M | Buy |
13,794
+2,316
| +20% | +$1.31M | 0.08% | 298 |
|
|
2025
Q1 | $6.21M | Buy |
11,478
+8,927
| +350% | +$4.83M | 0.07% | 291 |
|
|
2024
Q4 | $1.45M | Buy |
2,551
+1,360
| +114% | +$775K | 0.02% | 459 |
|
|
2024
Q3 | $679K | Sell |
1,191
-72
| -6% | -$41.1K | 0.01% | 583 |
|
|
2024
Q2 | $676K | Buy |
1,263
+51
| +4% | +$27.3K | 0.01% | 493 |
|
|
2024
Q1 | $675K | Sell |
1,212
-2,336
| -66% | -$1.3M | 0.01% | 418 |
|
|
2023
Q4 | $1.8M | Buy |
3,548
+2,437
| +219% | +$1.24M | 0.03% | 326 |
|
|
2023
Q3 | $508K | Sell |
1,111
-25
| -2% | -$11.4K | 0.01% | 455 |
|
|
2023
Q2 | $544K | Sell |
1,136
-987
| -46% | -$473K | 0.01% | 403 |
|
|
2023
Q1 | $973K | Sell |
2,123
-191
| -8% | -$87.6K | 0.02% | 346 |
|
|
2022
Q4 | $1.02M | Buy |
2,314
+178
| +8% | +$78.8K | 0.03% | 331 |
|
|
2022
Q3 | $858K | Sell |
2,136
-56
| -3% | -$22.5K | 0.02% | 342 |
|
|
2022
Q2 | $906K | Buy |
2,192
+542
| +33% | +$224K | 0.02% | 341 |
|
|
2022
Q1 | $810K | Sell |
1,650
-30
| -2% | -$14.7K | 0.02% | 383 |
|
|
2021
Q4 | $870K | Buy |
+1,680
| New | +$870K | 0.02% | 386 |
|