Dynamic Advisor Solutions’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 | $1.74M | Sell |
3,068
-123
| -4% | -$69.7K | 0.05% | 325 |
|
|
2025
Q1 | $1.7M | Buy |
+3,191
| New | +$1.7M | 0.06% | 308 |
|
|
2024
Q4 | – | Sell |
-2,643
| Closed | -$1.51M | – | 740 |
|
|
2024
Q3 | $1.51M | Buy |
2,643
+343
| +15% | +$195K | 0.05% | 357 |
|
|
2024
Q2 | $1.23M | Buy |
2,300
+263
| +13% | +$141K | 0.04% | 404 |
|
|
2024
Q1 | $1.13M | Buy |
2,037
+1,362
| +202% | +$758K | 0.04% | 417 |
|
|
2023
Q4 | $334K | Sell |
675
-42
| -6% | -$20.8K | 0.01% | 681 |
|
|
2023
Q3 | $327K | Buy |
717
+37
| +5% | +$16.9K | 0.02% | 630 |
|
|
2023
Q2 | $326K | Buy |
+680
| New | +$326K | 0.02% | 607 |
|
|
2022
Q2 | – | Sell |
-449
| Closed | -$220K | – | 737 |
|
|
2022
Q1 | $220K | Sell |
449
-15
| -3% | -$7.35K | 0.02% | 654 |
|
|
2021
Q4 | $240K | Buy |
+464
| New | +$240K | 0.02% | 635 |
|
|
2021
Q3 | – | Sell |
-411
| Closed | -$202K | – | 757 |
|
|
2021
Q2 | $202K | Buy |
+411
| New | +$202K | 0.02% | 677 |
|
|
2019
Q4 | – | Sell |
-625
| Closed | -$220K | – | 573 |
|
|
2019
Q3 | $220K | Hold |
625
| – | – | 0.03% | 444 |
|
|
2019
Q2 | $222K | Buy |
+625
| New | +$222K | 0.04% | 431 |
|
|
2018
Q3 | – | Sell |
-572
| Closed | -$203K | – | 418 |
|
|
2018
Q2 | $203K | Buy |
+572
| New | +$203K | 0.05% | 374 |
|