EWM
Empirical Wealth Management’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 | $524K | Hold |
925
| – | – | 0.01% | 411 |
|
|
2025
Q1 | $493K | Hold |
925
| – | – | 0.01% | 403 |
|
|
2024
Q4 | $527K | Hold |
925
| – | – | 0.01% | 375 |
|
|
2024
Q3 | $527K | Sell |
925
-25
| -3% | -$14.2K | 0.01% | 356 |
|
|
2024
Q2 | $508K | Buy |
950
+55
| +6% | +$29.4K | 0.02% | 356 |
|
|
2024
Q1 | $498K | Sell |
895
-10
| -1% | -$5.56K | 0.02% | 343 |
|
|
2023
Q4 | $459K | Sell |
905
-140
| -13% | -$71K | 0.02% | 333 |
|
|
2023
Q3 | $477K | Hold |
1,045
| – | – | 0.02% | 308 |
|
|
2023
Q2 | $500K | Hold |
1,045
| – | – | 0.02% | 305 |
|
|
2023
Q1 | $479K | Sell |
1,045
-75
| -7% | -$34.4K | 0.02% | 327 |
|
|
2022
Q4 | $496K | Hold |
1,120
| – | – | 0.02% | 310 |
|
|
2022
Q3 | $450K | Sell |
1,120
-15
| -1% | -$6.03K | 0.02% | 316 |
|
|
2022
Q2 | $469K | Sell |
1,135
-32
| -3% | -$13.2K | 0.02% | 306 |
|
|
2022
Q1 | $572K | Buy |
1,167
+32
| +3% | +$15.7K | 0.03% | 305 |
|
|
2021
Q4 | $588K | Buy |
1,135
+50
| +5% | +$25.9K | 0.03% | 313 |
|
|
2021
Q3 | $522K | Sell |
1,085
-110
| -9% | -$52.9K | 0.03% | 291 |
|
|
2021
Q2 | $587K | Hold |
1,195
| – | – | 0.04% | 272 |
|
|
2021
Q1 | $569K | Buy |
1,195
+250
| +26% | +$119K | 0.05% | 231 |
|
|
2020
Q4 | $397K | Sell |
945
-10
| -1% | -$4.2K | 0.03% | 274 |
|
|
2020
Q3 | $324K | Hold |
955
| – | – | 0.03% | 273 |
|
|
2020
Q2 | $310K | Hold |
955
| – | – | 0.03% | 271 |
|
|
2020
Q1 | $251K | Sell |
955
-120
| -11% | -$31.5K | 0.03% | 264 |
|
|
2019
Q4 | $404K | Hold |
1,075
| – | – | 0.04% | 213 |
|
|
2019
Q3 | $379K | Sell |
1,075
-262
| -20% | -$92.4K | 0.05% | 200 |
|
|
2019
Q2 | $474K | Sell |
1,337
-40
| -3% | -$14.2K | 0.06% | 158 |
|
|
2019
Q1 | $476K | Buy |
1,377
+140
| +11% | +$48.4K | 0.07% | 142 |
|
|
2018
Q4 | $374K | Hold |
1,237
| – | – | 0.06% | 142 |
|
|
2018
Q3 | $455K | Buy |
1,237
+200
| +19% | +$73.6K | 0.08% | 125 |
|
|
2018
Q2 | $368K | Buy |
1,037
+98
| +10% | +$34.8K | 0.07% | 131 |
|
|
2018
Q1 | $321K | Buy |
+939
| New | +$321K | 0.06% | 128 |
|