Douglass Winthrop Advisors’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 | $566K | Hold |
1,000
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $533K | Hold |
1,000
| – | – | 0.01% | 186 |
|
|
2024
Q4 | $570K | Hold |
1,000
| – | – | 0.01% | 196 |
|
|
2024
Q3 | $570K | Hold |
1,000
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $535K | Hold |
1,000
| – | – | 0.01% | 186 |
|
|
2024
Q1 | $556K | Hold |
1,000
| – | – | 0.01% | 185 |
|
|
2023
Q4 | $507K | Hold |
1,000
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $457K | Buy |
+1,000
| New | +$457K | 0.01% | 167 |
|
|
2021
Q1 | – | Sell |
-550
| Closed | -$231K | – | 272 |
|
|
2020
Q4 | $231K | Buy |
+550
| New | +$231K | 0.01% | 246 |
|
|
2020
Q1 | – | Sell |
-713
| Closed | -$268K | – | 251 |
|
|
2019
Q4 | $268K | Buy |
+713
| New | +$268K | 0.01% | 236 |
|
|
2019
Q3 | – | Sell |
-781
| Closed | -$277K | – | 263 |
|
|
2019
Q2 | $277K | Sell |
781
-210
| -21% | -$74.5K | 0.01% | 231 |
|
|
2019
Q1 | $342K | Sell |
991
-8
| -0.8% | -$2.76K | 0.01% | 194 |
|
|
2018
Q4 | $302K | Sell |
999
-575
| -37% | -$174K | 0.02% | 203 |
|
|
2018
Q3 | $578K | Sell |
1,574
-336
| -18% | -$123K | 0.03% | 158 |
|
|
2018
Q2 | $678K | Buy |
1,910
+482
| +34% | +$171K | 0.03% | 173 |
|
|
2018
Q1 | $488K | Buy |
+1,428
| New | +$488K | 0.02% | 191 |
|