Costello Asset 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 | $97.4K | Hold |
172
| – | – | 0.04% | 157 |
|
|
2025
Q1 | $91.8K | Hold |
172
| – | – | 0.04% | 159 |
|
|
2024
Q4 | $98K | Hold |
172
| – | – | 0.06% | 79 |
|
|
2024
Q3 | $98K | Hold |
172
| – | – | 0.07% | 81 |
|
|
2024
Q2 | $92K | Hold |
172
| – | – | 0.07% | 71 |
|
|
2024
Q1 | $95.7K | Hold |
172
| – | – | 0.07% | 76 |
|
|
2023
Q4 | $87.3K | Hold |
172
| – | – | 0.07% | 73 |
|
|
2023
Q3 | $78.5K | Hold |
172
| – | – | 0.07% | 73 |
|
|
2023
Q2 | $82.4K | Hold |
172
| – | – | 0.07% | 72 |
|
|
2023
Q1 | $78.8K | Hold |
172
| – | – | 0.08% | 75 |
|
|
2022
Q4 | $76.2K | Hold |
172
| – | – | 0.07% | 77 |
|
|
2022
Q3 | $69K | Hold |
172
| – | – | 0.07% | 80 |
|
|
2022
Q2 | $71K | Hold |
172
| – | – | 0.06% | 81 |
|
|
2022
Q1 | $84K | Hold |
172
| – | – | 0.06% | 90 |
|
|
2021
Q4 | $89K | Hold |
172
| – | – | 0.05% | 91 |
|
|
2021
Q3 | $83K | Hold |
172
| – | – | 0.05% | 88 |
|
|
2021
Q2 | $84K | Hold |
172
| – | – | 0.06% | 89 |
|
|
2021
Q1 | $82K | Hold |
172
| – | – | 0.06% | 92 |
|
|
2020
Q4 | $72K | Hold |
172
| – | – | 0.05% | 94 |
|
|
2020
Q3 | $58K | Hold |
172
| – | – | 0.05% | 88 |
|
|
2020
Q2 | $56K | Buy |
+172
| New | +$56K | 0.06% | 85 |
|