Divergent Planning’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 | $40.3M | Buy |
70,243
+3,741
| +6% | +$2.15M | 11.91% | 3 |
|
|
2025
Q1 | $36.2M | Buy |
66,502
+1,574
| +2% | +$858K | 12.02% | 2 |
|
|
2024
Q4 | $36.7M | Buy |
64,928
+1,098
| +2% | +$621K | 12.56% | 2 |
|
|
2024
Q3 | $36.3M | Buy |
63,830
+1,904
| +3% | +$1.08M | 13.54% | 2 |
|
|
2024
Q2 | $33M | Buy |
61,926
+1,868
| +3% | +$995K | 13.15% | 2 |
|
|
2024
Q1 | $33.2M | Buy |
60,058
+2,601
| +5% | +$1.44M | 14.02% | 2 |
|
|
2023
Q4 | $29.1M | Buy |
57,457
+1,778
| +3% | +$899K | 14.03% | 2 |
|
|
2023
Q3 | $25.2M | Buy |
55,679
+2,080
| +4% | +$940K | 13.55% | 3 |
|
|
2023
Q2 | $25.7M | Buy |
53,599
+997
| +2% | +$477K | 13.44% | 2 |
|
|
2023
Q1 | $24.1M | Buy |
+52,602
| New | +$24.1M | 13.57% | 3 |
|