Coyle Financial Counsel’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 | $1.42M | Buy |
2,510
+4
| +0.2% | +$2.27K | 0.38% | 34 |
|
|
2025
Q1 | $1.34M | Sell |
2,506
-72
| -3% | -$38.4K | 0.41% | 39 |
|
|
2024
Q4 | $1.47M | Sell |
2,578
-179
| -6% | -$102K | 0.46% | 39 |
|
|
2024
Q3 | $1.48M | Sell |
2,757
-115
| -4% | -$61.5K | 0.51% | 36 |
|
|
2024
Q2 | $1.6M | Hold |
2,872
| – | – | 0.57% | 35 |
|
|
2024
Q1 | $1.6M | Sell |
2,872
-45
| -2% | -$25K | 0.57% | 35 |
|
|
2023
Q4 | $1.48M | Buy |
2,917
+2
| +0.1% | +$1.02K | 0.57% | 35 |
|
|
2023
Q3 | $1.33M | Buy |
2,915
+6
| +0.2% | +$2.74K | 0.56% | 36 |
|
|
2023
Q2 | $1.39M | Sell |
2,909
-115
| -4% | -$55.1K | 0.63% | 31 |
|
|
2023
Q1 | $1.39M | Sell |
3,024
-315
| -9% | -$144K | 0.64% | 30 |
|
|
2022
Q4 | $1.48M | Sell |
3,339
-23
| -0.7% | -$10.2K | 0.71% | 29 |
|
|
2022
Q3 | $1.35M | Sell |
3,362
-46
| -1% | -$18.5K | 0.9% | 28 |
|
|
2022
Q2 | $1.41M | Sell |
3,408
-4
| -0.1% | -$1.65K | 0.77% | 29 |
|
|
2022
Q1 | $1.67M | Sell |
3,412
-268
| -7% | -$131K | 0.89% | 27 |
|
|
2021
Q4 | $1.91M | Sell |
3,680
-39
| -1% | -$20.2K | 1.12% | 25 |
|
|
2021
Q3 | $1.79M | Sell |
3,719
-37
| -1% | -$17.8K | 1.05% | 25 |
|
|
2021
Q2 | $1.84M | Sell |
3,756
-80
| -2% | -$39.3K | 1.11% | 24 |
|
|
2021
Q1 | $1.83M | Buy |
3,836
+133
| +4% | +$63.3K | 1.27% | 23 |
|
|
2020
Q4 | $1.56M | Sell |
3,703
-96
| -3% | -$40.3K | 1.14% | 27 |
|
|
2020
Q3 | $1.29M | Sell |
3,799
-6
| -0.2% | -$2.03K | 1.08% | 28 |
|
|
2020
Q2 | $1.24M | Buy |
3,805
+1
| +0% | +$325 | 1.14% | 24 |
|
|
2020
Q1 | $1M | Sell |
3,804
-68
| -2% | -$17.9K | 1.25% | 22 |
|
|
2019
Q4 | $1.45M | Sell |
3,872
-61
| -2% | -$22.9K | 1.35% | 22 |
|
|
2019
Q3 | $1.39M | Sell |
3,933
-272
| -6% | -$95.9K | 1.41% | 24 |
|
|
2019
Q2 | $1.49M | Sell |
4,205
-344
| -8% | -$122K | 1.33% | 21 |
|
|
2019
Q1 | $1.57M | Sell |
4,549
-195
| -4% | -$67.3K | 1.52% | 19 |
|
|
2018
Q4 | $1.44M | Buy |
+4,744
| New | +$1.44M | 1.52% | 20 |
|
|
2018
Q3 | – | Sell |
-5,539
| Closed | -$1.97M | – | 197 |
|
|
2018
Q2 | $1.97M | Sell |
5,539
-214
| -4% | -$76K | 1.84% | 19 |
|
|
2018
Q1 | $1.97M | Sell |
5,753
-71
| -1% | -$24.3K | 2.04% | 16 |
|
|
2017
Q4 | $2.01M | Buy |
+5,824
| New | +$2.01M | 2.31% | 18 |
|
|
2017
Q2 | $2.47M | Sell |
7,781
-2,015
| -21% | -$640K | 3.3% | 9 |
|
|
2017
Q1 | $3.06M | Sell |
9,796
-1,365
| -12% | -$426K | 3.99% | 7 |
|
|
2016
Q4 | $3.37M | Sell |
11,161
-1,573
| -12% | -$475K | 7.26% | 5 |
|
|
2016
Q3 | $3.55M | Sell |
12,734
-1,370
| -10% | -$382K | 5.13% | 6 |
|
|
2016
Q2 | $3.84M | Sell |
14,104
-642
| -4% | -$175K | 5.54% | 5 |
|
|
2016
Q1 | $3.87M | Buy |
14,746
+10,759
| +270% | +$2.83M | 6.16% | 3 |
|
|
2015
Q4 | $1.01M | Sell |
3,987
-3,960
| -50% | -$1.01M | 0.99% | 26 |
|
|
2015
Q3 | $1.98M | Sell |
7,947
-94
| -1% | -$23.4K | 1.86% | 14 |
|
|
2015
Q2 | $2.2M | Sell |
8,041
-257
| -3% | -$70.2K | 2.46% | 14 |
|
|
2015
Q1 | $2.3M | Sell |
8,298
-415
| -5% | -$115K | 2.56% | 14 |
|
|
2014
Q4 | $2.3M | Sell |
8,713
-299
| -3% | -$78.9K | 2.78% | 12 |
|
|
2014
Q3 | $2.25M | Sell |
9,012
-47
| -0.5% | -$11.7K | 2.81% | 11 |
|
|
2014
Q2 | $2.36M | Sell |
9,059
-619
| -6% | -$161K | 3.24% | 9 |
|
|
2014
Q1 | $2.43M | Sell |
9,678
-195
| -2% | -$48.9K | 3.39% | 11 |
|
|
2013
Q4 | $2.41M | Buy |
+9,873
| New | +$2.41M | 3.34% | 12 |
|