Crewe 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 | $28.6M | Sell |
50,435
-518
| -1% | -$293K | 4.04% | 9 |
|
|
2025
Q1 | $27.2M | Sell |
50,953
-11
| -0% | -$5.87K | 3.82% | 9 |
|
|
2024
Q4 | $29M | Sell |
50,964
-427
| -0.8% | -$243K | 4% | 8 |
|
|
2024
Q3 | $29.3M | Buy |
51,391
+2,874
| +6% | +$1.64M | 3.4% | 9 |
|
|
2024
Q2 | $26M | Buy |
48,517
+69
| +0.1% | +$36.9K | 2.91% | 9 |
|
|
2024
Q1 | $27M | Sell |
48,448
-342
| -0.7% | -$190K | 3.14% | 9 |
|
|
2023
Q4 | $24.8M | Sell |
48,790
-77
| -0.2% | -$39.1K | 3.92% | 9 |
|
|
2023
Q3 | $22.3M | Buy |
48,867
+46
| +0.1% | +$21K | 3.86% | 10 |
|
|
2023
Q2 | $23.4M | Sell |
48,821
-16
| -0% | -$7.66K | 3.28% | 8 |
|
|
2023
Q1 | $22.4M | Buy |
48,837
+8
| +0% | +$3.67K | 3.27% | 8 |
|
|
2022
Q4 | $21.6M | Buy |
48,829
+1,120
| +2% | +$496K | 3.43% | 8 |
|
|
2022
Q3 | $19.2M | Buy |
47,709
+39,186
| +460% | +$15.7M | 3.46% | 9 |
|
|
2022
Q2 | $3.52M | Buy |
8,523
+38
| +0.4% | +$15.7K | 0.78% | 16 |
|
|
2022
Q1 | $4.16M | Sell |
8,485
-21
| -0.2% | -$10.3K | 0.81% | 16 |
|
|
2021
Q4 | $4.4M | Sell |
8,506
-1,500
| -15% | -$777K | 0.9% | 16 |
|
|
2021
Q3 | $4.81M | Hold |
10,006
| – | – | 1.14% | 14 |
|
|
2021
Q2 | $4.91M | Sell |
10,006
-55
| -0.5% | -$27K | 1.22% | 15 |
|
|
2021
Q1 | $4.79M | Buy |
10,061
+5
| +0% | +$2.38K | 1.19% | 15 |
|
|
2020
Q4 | $4.22M | Buy |
10,056
+208
| +2% | +$87.3K | 1.69% | 16 |
|
|
2020
Q3 | $3.34M | Sell |
9,848
-351
| -3% | -$119K | 1.57% | 15 |
|
|
2020
Q2 | $3.31M | Buy |
10,199
+352
| +4% | +$114K | 1.62% | 13 |
|
|
2020
Q1 | $2.59M | Sell |
9,847
-6,302
| -39% | -$1.66M | 1.54% | 12 |
|
|
2019
Q4 | $6.06M | Buy |
16,149
+47
| +0.3% | +$17.6K | 2.65% | 8 |
|
|
2019
Q3 | $5.68M | Sell |
16,102
-1,901
| -11% | -$670K | 2.61% | 7 |
|
|
2019
Q2 | $6.38M | Buy |
18,003
+663
| +4% | +$235K | 2.08% | 7 |
|
|
2019
Q1 | $5.99M | Sell |
17,340
-288
| -2% | -$99.5K | 1.88% | 6 |
|
|
2018
Q4 | $5.34M | Sell |
17,628
-1,021
| -5% | -$309K | 1.69% | 6 |
|
|
2018
Q3 | $6.85M | Sell |
18,649
-1,759
| -9% | -$646K | 5.8% | 5 |
|
|
2018
Q2 | $7.25M | Sell |
20,408
-311
| -2% | -$110K | 6.73% | 5 |
|
|
2018
Q1 | $7.08M | Buy |
20,719
+857
| +4% | +$293K | 6.94% | 5 |
|
|
2017
Q4 | $6.86M | Buy |
+19,862
| New | +$6.86M | 6.72% | 5 |
|