DI
Disciplined Investments’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
2,632
-23
| -0.9% | -$13K | 0.63% | 46 |
|
|
2025
Q1 | $1.42M | Buy |
2,655
+7
| +0.3% | +$3.73K | 0.65% | 44 |
|
|
2024
Q4 | $1.51M | Buy |
2,648
+23
| +0.9% | +$13.1K | 0.74% | 44 |
|
|
2024
Q3 | $1.5M | Buy |
2,625
+4
| +0.2% | +$2.28K | 0.74% | 42 |
|
|
2024
Q2 | $1.4M | Sell |
2,621
-44
| -2% | -$23.5K | 0.75% | 41 |
|
|
2024
Q1 | $1.48M | Sell |
2,665
-23
| -0.9% | -$12.8K | 0.81% | 37 |
|
|
2023
Q4 | $1.36M | Sell |
2,688
-444
| -14% | -$225K | 0.8% | 39 |
|
|
2023
Q3 | $1.43M | Sell |
3,132
-2,453
| -44% | -$1.12M | 0.87% | 36 |
|
|
2023
Q2 | $2.67M | Sell |
5,585
-129
| -2% | -$61.8K | 1.43% | 25 |
|
|
2023
Q1 | $2.62M | Sell |
5,714
-94
| -2% | -$43.1K | 1.1% | 29 |
|
|
2022
Q4 | $2.57M | Sell |
5,808
-419
| -7% | -$186K | 1.26% | 25 |
|
|
2022
Q3 | $2.5M | Buy |
6,227
+3
| +0% | +$1.21K | 1.15% | 29 |
|
|
2022
Q2 | $2.57M | Sell |
6,224
-239
| -4% | -$98.8K | 1.16% | 27 |
|
|
2022
Q1 | $3.17M | Sell |
6,463
-128
| -2% | -$62.8K | 1.31% | 27 |
|
|
2021
Q4 | $3.41M | Hold |
6,591
| – | – | 1.5% | 21 |
|
|
2021
Q3 | $3.17M | Buy |
6,591
+6
| +0.1% | +$2.89K | 1.54% | 21 |
|
|
2021
Q2 | $3.23M | Sell |
6,585
-76
| -1% | -$37.3K | 1.66% | 16 |
|
|
2021
Q1 | $3.17M | Sell |
6,661
-572
| -8% | -$272K | 1.87% | 14 |
|
|
2020
Q4 | $3.04M | Buy |
7,233
+340
| +5% | +$143K | 2.03% | 16 |
|
|
2020
Q3 | $2.34M | Sell |
6,893
-292
| -4% | -$99K | 1.72% | 17 |
|
|
2020
Q2 | $2.33M | Buy |
7,185
+138
| +2% | +$44.8K | 1.81% | 16 |
|
|
2020
Q1 | $1.85M | Buy |
7,047
+543
| +8% | +$143K | 1.76% | 14 |
|
|
2019
Q4 | $2.44M | Buy |
+6,504
| New | +$2.44M | 2.06% | 12 |
|