Delap Wealth Advisory’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 | $285K | Hold |
503
| – | – | 0.14% | 66 |
|
|
2025
Q1 | $268K | Hold |
503
| – | – | 0.15% | 67 |
|
|
2024
Q4 | $286K | Hold |
503
| – | – | 0.17% | 63 |
|
|
2024
Q3 | $287K | Hold |
503
| – | – | 0.18% | 48 |
|
|
2024
Q2 | $269K | Hold |
503
| – | – | 0.12% | 85 |
|
|
2024
Q1 | $280K | Sell |
503
-503
| -50% | -$280K | 0.11% | 170 |
|
|
2023
Q4 | $510K | Buy |
1,006
+503
| +100% | +$255K | 0.23% | 51 |
|
|
2023
Q3 | $230K | Hold |
503
| – | – | 0.22% | 47 |
|
|
2023
Q2 | $241K | Hold |
503
| – | – | 0.24% | 40 |
|
|
2023
Q1 | $231K | Sell |
503
-179
| -26% | -$82.1K | 0.24% | 47 |
|
|
2022
Q4 | $302K | Buy |
+682
| New | +$302K | 0.32% | 52 |
|