Crestwood Advisors Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.13M | Sell |
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|
2025
Q2 | $4.98M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $764K | Hold |
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|
2024
Q3 | $764K | Sell |
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|
2024
Q2 | $795K | Sell |
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|
2024
Q1 | $872K | Buy |
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|
2023
Q4 | $794K | Hold |
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|
2023
Q3 | $715K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $303K | Hold |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $325K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $55K | Buy |
|