Cyndeo Wealth Partners’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 | $9.5M | Buy |
16,774
+5,072
| +43% | +$2.87M | 0.56% | 46 |
|
|
2025
Q1 | $6.24M | Buy |
11,702
+6,875
| +142% | +$3.67M | 0.41% | 79 |
|
|
2024
Q4 | $2.75M | Buy |
4,827
+1,605
| +50% | +$914K | 0.19% | 138 |
|
|
2024
Q3 | $1.84M | Buy |
3,222
+75
| +2% | +$42.7K | 0.13% | 172 |
|
|
2024
Q2 | $1.68M | Sell |
3,147
-15
| -0.5% | -$8.03K | 0.13% | 172 |
|
|
2024
Q1 | $1.76M | Sell |
3,162
-25
| -0.8% | -$13.9K | 0.15% | 161 |
|
|
2023
Q4 | $1.62M | Hold |
3,187
| – | – | 0.15% | 159 |
|
|
2023
Q3 | $1.46M | Sell |
3,187
-446
| -12% | -$204K | 0.15% | 150 |
|
|
2023
Q2 | $1.74M | Sell |
3,633
-75
| -2% | -$35.9K | 0.18% | 136 |
|
|
2023
Q1 | $1.7M | Buy |
3,708
+637
| +21% | +$292K | 0.18% | 140 |
|
|
2022
Q4 | $1.36M | Buy |
+3,071
| New | +$1.36M | 0.16% | 147 |
|