Envestnet Portfolio Solutions’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 | $2.88M | Buy |
5,082
+505
| +11% | +$286K | 0.01% | 472 |
|
|
2025
Q1 | $2.44M | Sell |
4,577
-1,733
| -27% | -$925K | 0.01% | 527 |
|
|
2024
Q4 | $3.59M | Buy |
6,310
+148
| +2% | +$84.3K | 0.01% | 482 |
|
|
2024
Q3 | $3.51M | Buy |
6,162
+275
| +5% | +$157K | 0.01% | 496 |
|
|
2024
Q2 | $3.15M | Sell |
5,887
-668
| -10% | -$357K | 0.01% | 496 |
|
|
2024
Q1 | $3.65M | Buy |
6,555
+1,855
| +39% | +$1.03M | 0.01% | 468 |
|
|
2023
Q4 | $2.38M | Buy |
4,700
+828
| +21% | +$420K | 0.01% | 541 |
|
|
2023
Q3 | $1.77M | Buy |
+3,872
| New | +$1.77M | 0.01% | 574 |
|