CX Institutional’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 | $365K | Sell |
645
-1,290
| -67% | -$730K | 0.01% | 450 |
|
|
2025
Q1 | $1.03M | Sell |
1,935
-74
| -4% | -$39.5K | 0.04% | 261 |
|
|
2024
Q4 | $1.14M | Sell |
2,009
-330
| -14% | -$188K | 0.05% | 237 |
|
|
2024
Q3 | $1.33M | Sell |
2,339
-154
| -6% | -$87.7K | 0.06% | 244 |
|
|
2024
Q2 | $1.33M | Hold |
2,493
| – | – | 0.06% | 236 |
|
|
2024
Q1 | $1.39M | Hold |
2,493
| – | – | 0.07% | 232 |
|
|
2023
Q4 | $1.26M | Buy |
2,493
+21
| +0.8% | +$10.7K | 0.07% | 231 |
|
|
2023
Q3 | $1.13M | Hold |
2,472
| – | – | 0.06% | 237 |
|
|
2023
Q2 | $1.18M | Hold |
2,472
| – | – | 0.06% | 251 |
|
|
2023
Q1 | $1.13M | Hold |
2,472
| – | – | 0.06% | 263 |
|
|
2022
Q4 | $1.09M | Sell |
2,472
-491
| -17% | -$217K | 0.07% | 264 |
|
|
2022
Q3 | $1.19M | Sell |
2,963
-3,541
| -54% | -$1.42M | 0.08% | 237 |
|
|
2022
Q2 | $2.69M | Buy |
+6,504
| New | +$2.69M | 0.2% | 127 |
|
|
2019
Q3 | – | Sell |
-296
| Closed | -$105K | – | 891 |
|
|
2019
Q2 | $105K | Hold |
296
| – | – | 0.02% | 266 |
|
|
2019
Q1 | $102K | Sell |
296
-232
| -44% | -$79.9K | 0.02% | 269 |
|
|
2018
Q4 | $160K | Buy |
+528
| New | +$160K | 0.03% | 179 |
|