Court Place Advisors’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 | $5.17M | Sell |
9,134
-375
| -4% | -$212K | 1.63% | 18 |
|
|
2025
Q1 | $5.07M | Buy |
9,509
+35
| +0.4% | +$18.7K | 1.68% | 17 |
|
|
2024
Q4 | $5.4M | Sell |
9,474
-299
| -3% | -$170K | 1.75% | 16 |
|
|
2024
Q3 | $5.57M | Buy |
9,773
+946
| +11% | +$539K | 1.62% | 15 |
|
|
2024
Q2 | $4.72M | Buy |
8,827
+181
| +2% | +$96.9K | 1.48% | 17 |
|
|
2024
Q1 | $4.81M | Sell |
8,646
-438
| -5% | -$244K | 1.55% | 14 |
|
|
2023
Q4 | $4.61M | Buy |
9,084
+302
| +3% | +$153K | 1.51% | 15 |
|
|
2023
Q3 | $4.01M | Buy |
8,782
+331
| +4% | +$151K | 1.42% | 17 |
|
|
2023
Q2 | $4.05M | Sell |
8,451
-44
| -0.5% | -$21.1K | 1.42% | 17 |
|
|
2023
Q1 | $3.89M | Sell |
8,495
-118
| -1% | -$54.1K | 1.41% | 19 |
|
|
2022
Q4 | $3.81M | Buy |
8,613
+70
| +0.8% | +$31K | 1.38% | 20 |
|
|
2022
Q3 | $3.43M | Buy |
8,543
+200
| +2% | +$80.3K | 1.38% | 18 |
|
|
2022
Q2 | $3.45M | Buy |
8,343
+6
| +0.1% | +$2.48K | 1.31% | 21 |
|
|
2022
Q1 | $4.09M | Sell |
8,337
-444
| -5% | -$218K | 1.32% | 19 |
|
|
2021
Q4 | $4.55M | Sell |
8,781
-158
| -2% | -$81.8K | 1.25% | 18 |
|
|
2021
Q3 | $4.3M | Buy |
8,939
+291
| +3% | +$140K | 1.27% | 18 |
|
|
2021
Q2 | $4.25M | Buy |
8,648
+375
| +5% | +$184K | 1.24% | 19 |
|
|
2021
Q1 | $3.94M | Sell |
8,273
-198
| -2% | -$94.2K | 1.22% | 19 |
|
|
2020
Q4 | $3.56M | Sell |
8,471
-109
| -1% | -$45.8K | 1.19% | 20 |
|
|
2020
Q3 | $2.91M | Sell |
8,580
-42
| -0.5% | -$14.2K | 1.09% | 24 |
|
|
2020
Q2 | $2.8M | Buy |
8,622
+230
| +3% | +$74.6K | 1.09% | 24 |
|
|
2020
Q1 | $2.21M | Sell |
8,392
-25
| -0.3% | -$6.57K | 0.99% | 27 |
|
|
2019
Q4 | $3.16M | Buy |
8,417
+265
| +3% | +$99.5K | 1.14% | 25 |
|
|
2019
Q3 | $2.87M | Buy |
8,152
+431
| +6% | +$152K | 1.11% | 25 |
|
|
2019
Q2 | $2.74M | Buy |
7,721
+14
| +0.2% | +$4.97K | 1.08% | 24 |
|
|
2019
Q1 | $2.66M | Sell |
7,707
-20
| -0.3% | -$6.91K | 1.08% | 24 |
|
|
2018
Q4 | $2.34M | Buy |
7,727
+133
| +2% | +$40.3K | 1.07% | 26 |
|
|
2018
Q3 | $2.79M | Sell |
7,594
-7
| -0.1% | -$2.57K | 1.06% | 30 |
|
|
2018
Q2 | $2.7M | Sell |
7,601
-44
| -0.6% | -$15.6K | 1.12% | 26 |
|
|
2018
Q1 | $2.61M | Buy |
7,645
+895
| +13% | +$306K | 1.09% | 28 |
|
|
2017
Q4 | $2.33M | Buy |
6,750
+5
| +0.1% | +$1.73K | 0.96% | 35 |
|
|
2017
Q3 | $2.2M | Buy |
6,745
+173
| +3% | +$56.5K | 0.98% | 34 |
|
|
2017
Q2 | $2.09M | Buy |
6,572
+44
| +0.7% | +$14K | 0.99% | 34 |
|
|
2017
Q1 | $2.04M | Sell |
6,528
-34
| -0.5% | -$10.6K | 1% | 31 |
|
|
2016
Q4 | $1.98M | Hold |
6,562
| – | – | 1.03% | 31 |
|
|
2016
Q3 | $1.85M | Sell |
6,562
-60
| -0.9% | -$16.9K | 1.03% | 31 |
|
|
2016
Q2 | $1.8M | Buy |
6,622
+160
| +2% | +$43.6K | 1.04% | 30 |
|
|
2016
Q1 | $1.7M | Buy |
6,462
+369
| +6% | +$97K | 1.05% | 30 |
|
|
2015
Q4 | $1.55M | Buy |
6,093
+38
| +0.6% | +$9.65K | 0.99% | 32 |
|
|
2015
Q3 | $1.51M | Hold |
6,055
| – | – | 1.04% | 32 |
|
|
2015
Q2 | $1.65M | Hold |
6,055
| – | – | 1.05% | 31 |
|
|
2015
Q1 | $1.68M | Buy |
6,055
+35
| +0.6% | +$9.71K | 1.07% | 29 |
|
|
2014
Q4 | $1.59M | Hold |
6,020
| – | – | 1.03% | 32 |
|
|
2014
Q3 | $1.5M | Hold |
6,020
| – | – | 1.02% | 33 |
|
|
2014
Q2 | $1.57M | Hold |
6,020
| – | – | 1.09% | 29 |
|
|
2014
Q1 | $1.51M | Buy |
6,020
+10
| +0.2% | +$2.51K | 1.09% | 32 |
|
|
2013
Q4 | $1.47M | Buy |
+6,010
| New | +$1.47M | 1.12% | 31 |
|