Crestwood Advisors Group’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 | $4.98M | Buy |
8,795
+5,868
| +200% | +$3.32M | 0.09% | 134 |
|
|
2025
Q1 | $1.56M | Buy |
2,927
+1,586
| +118% | +$846K | 0.03% | 221 |
|
|
2024
Q4 | $764K | Hold |
1,341
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $764K | Sell |
1,341
-145
| -10% | -$82.6K | 0.01% | 252 |
|
|
2024
Q2 | $795K | Sell |
1,486
-82
| -5% | -$43.9K | 0.02% | 240 |
|
|
2024
Q1 | $872K | Buy |
1,568
+3
| +0.2% | +$1.67K | 0.02% | 228 |
|
|
2023
Q4 | $794K | Hold |
1,565
| – | – | 0.02% | 231 |
|
|
2023
Q3 | $715K | Sell |
1,565
-585
| -27% | -$267K | 0.02% | 221 |
|
|
2023
Q2 | $1.03M | Buy |
2,150
+1,490
| +226% | +$714K | 0.03% | 138 |
|
|
2023
Q1 | $303K | Hold |
660
| – | – | 0.01% | 223 |
|
|
2022
Q4 | $292K | Sell |
660
-220
| -25% | -$97.4K | 0.01% | 230 |
|
|
2022
Q3 | $353K | Buy |
880
+220
| +33% | +$88.3K | 0.01% | 211 |
|
|
2022
Q2 | $273K | Sell |
660
-208
| -24% | -$86K | 0.01% | 228 |
|
|
2022
Q1 | $426K | Sell |
868
-45
| -5% | -$22.1K | 0.01% | 209 |
|
|
2021
Q4 | $473K | Buy |
913
+230
| +34% | +$119K | 0.01% | 208 |
|
|
2021
Q3 | $328K | Hold |
683
| – | – | 0.01% | 222 |
|
|
2021
Q2 | $335K | Hold |
683
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $325K | Buy |
+683
| New | +$325K | 0.01% | 212 |
|
|
2017
Q2 | – | Sell |
-175
| Closed | -$55K | – | 326 |
|
|
2017
Q1 | $55K | Buy |
+175
| New | +$55K | ﹤0.01% | 243 |
|