Corient Private Wealth’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 | $275M | Buy |
484,834
+240,356
| +98% | +$136M | 0.29% | 67 |
|
|
2025
Q1 | $130M | Sell |
244,478
-10,003
| -4% | -$5.34M | 0.21% | 110 |
|
|
2024
Q4 | $145M | Sell |
254,481
-1,240
| -0.5% | -$706K | 0.24% | 97 |
|
|
2024
Q3 | $146M | Sell |
255,721
-3,788
| -1% | -$2.16M | 0.23% | 99 |
|
|
2024
Q2 | $139M | Buy |
259,509
+2,404
| +0.9% | +$1.29M | 0.24% | 92 |
|
|
2024
Q1 | $143M | Sell |
257,105
-8
| -0% | -$4.45K | 0.25% | 91 |
|
|
2023
Q4 | $130M | Buy |
257,113
+3,722
| +1% | +$1.89M | 0.24% | 96 |
|
|
2023
Q3 | $116M | Buy |
253,391
+2,845
| +1% | +$1.3M | 0.27% | 89 |
|
|
2023
Q2 | $120M | Buy |
250,546
+5,932
| +2% | +$2.84M | 0.28% | 88 |
|
|
2023
Q1 | $112M | Buy |
244,614
+114,527
| +88% | +$52.5M | 0.3% | 81 |
|
|
2022
Q4 | $57.6M | Buy |
+130,087
| New | +$57.6M | 0.21% | 119 |
|