Evercore Wealth Management’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 | $8.97M | Sell |
15,834
-5
| -0% | -$2.83K | 0.14% | 76 |
|
|
2025
Q1 | $8.45M | Sell |
15,839
-794
| -5% | -$424K | 0.14% | 77 |
|
|
2024
Q4 | $9.47M | Buy |
16,633
+55
| +0.3% | +$31.3K | 0.14% | 74 |
|
|
2024
Q3 | $9.44M | Sell |
16,578
-148
| -0.9% | -$84.3K | 0.14% | 73 |
|
|
2024
Q2 | $8.95M | Sell |
16,726
-1,607
| -9% | -$860K | 0.14% | 74 |
|
|
2024
Q1 | $10.2M | Sell |
18,333
-1,717
| -9% | -$955K | 0.16% | 67 |
|
|
2023
Q4 | $10.2M | Sell |
20,050
-201
| -1% | -$102K | 0.17% | 64 |
|
|
2023
Q3 | $9.25M | Sell |
20,251
-245
| -1% | -$112K | 0.17% | 66 |
|
|
2023
Q2 | $9.82M | Sell |
20,496
-167
| -0.8% | -$80K | 0.18% | 62 |
|
|
2023
Q1 | $9.47M | Sell |
20,663
-75
| -0.4% | -$34.4K | 0.19% | 64 |
|
|
2022
Q4 | $9.18M | Buy |
20,738
+530
| +3% | +$235K | 0.19% | 65 |
|
|
2022
Q3 | $8.12M | Sell |
20,208
-75
| -0.4% | -$30.1K | 0.18% | 64 |
|
|
2022
Q2 | $8.39M | Sell |
20,283
-80
| -0.4% | -$33.1K | 0.18% | 64 |
|
|
2022
Q1 | $9.99M | Sell |
20,363
-130
| -0.6% | -$63.8K | 0.18% | 65 |
|
|
2021
Q4 | $10.6M | Sell |
20,493
-105
| -0.5% | -$54.4K | 0.17% | 66 |
|
|
2021
Q3 | $9.91M | Sell |
20,598
-329
| -2% | -$158K | 0.18% | 67 |
|
|
2021
Q2 | $10.3M | Buy |
20,927
+2
| +0% | +$982 | 0.19% | 64 |
|
|
2021
Q1 | $9.96M | Sell |
20,925
-1,125
| -5% | -$536K | 0.2% | 65 |
|
|
2020
Q4 | $9.26M | Sell |
22,050
-1,295
| -6% | -$544K | 0.2% | 64 |
|
|
2020
Q3 | $7.91M | Sell |
23,345
-564
| -2% | -$191K | 0.19% | 67 |
|
|
2020
Q2 | $7.76M | Sell |
23,909
-3,095
| -11% | -$1M | 0.21% | 64 |
|
|
2020
Q1 | $7.1M | Sell |
27,004
-893
| -3% | -$235K | 0.23% | 63 |
|
|
2019
Q4 | $10.5M | Sell |
27,897
-889
| -3% | -$334K | 0.28% | 59 |
|
|
2019
Q3 | $10.1M | Buy |
28,786
+732
| +3% | +$258K | 0.3% | 60 |
|
|
2019
Q2 | $9.95M | Buy |
28,054
+1,490
| +6% | +$528K | 0.3% | 60 |
|
|
2019
Q1 | $9.18M | Buy |
26,564
+1,189
| +5% | +$411K | 0.3% | 64 |
|
|
2018
Q4 | $7.68M | Sell |
25,375
-10
| -0% | -$3.03K | 0.29% | 68 |
|
|
2018
Q3 | $9.33M | Buy |
25,385
+1,880
| +8% | +$691K | 0.3% | 64 |
|
|
2018
Q2 | $8.35M | Buy |
23,505
+2,100
| +10% | +$746K | 0.29% | 66 |
|
|
2018
Q1 | $7.31M | Buy |
21,405
+830
| +4% | +$284K | 0.28% | 65 |
|
|
2017
Q4 | $7.11M | Sell |
20,575
-764
| -4% | -$264K | 0.26% | 68 |
|
|
2017
Q3 | $6.96M | Sell |
21,339
-265
| -1% | -$86.5K | 0.27% | 71 |
|
|
2017
Q2 | $6.86M | Sell |
21,604
-665
| -3% | -$211K | 0.27% | 72 |
|
|
2017
Q1 | $6.96M | Buy |
22,269
+1,962
| +10% | +$613K | 0.27% | 73 |
|
|
2016
Q4 | $6.13M | Sell |
20,307
-2,630
| -11% | -$794K | 0.25% | 76 |
|
|
2016
Q3 | $6.47M | Buy |
22,937
+260
| +1% | +$73.4K | 0.27% | 73 |
|
|
2016
Q2 | $6.17M | Sell |
22,677
-864
| -4% | -$235K | 0.27% | 74 |
|
|
2016
Q1 | $6.19M | Sell |
23,541
-110
| -0.5% | -$28.9K | 0.27% | 72 |
|
|
2015
Q4 | $6.01M | Sell |
23,651
-4,470
| -16% | -$1.14M | 0.28% | 77 |
|
|
2015
Q3 | $7M | Sell |
28,121
-330
| -1% | -$82.1K | 0.33% | 71 |
|
|
2015
Q2 | $7.77M | Buy |
28,451
+560
| +2% | +$153K | 0.35% | 67 |
|
|
2015
Q1 | $7.73M | Buy |
27,891
+4,642
| +20% | +$1.29M | 0.36% | 70 |
|
|
2014
Q4 | $6.14M | Sell |
23,249
-5,464
| -19% | -$1.44M | 0.31% | 76 |
|
|
2014
Q3 | $7.16M | Buy |
28,713
+10
| +0% | +$2.49K | 0.36% | 74 |
|
|
2014
Q2 | $7.48M | Buy |
28,703
+1,826
| +7% | +$476K | 0.39% | 70 |
|
|
2014
Q1 | $6.73M | Buy |
26,877
+185
| +0.7% | +$46.4K | 0.38% | 71 |
|
|
2013
Q4 | $6.52M | Sell |
26,692
-570
| -2% | -$139K | 0.36% | 78 |
|
|
2013
Q3 | $6.17M | Sell |
27,262
-25
| -0.1% | -$5.66K | 0.35% | 84 |
|
|
2013
Q2 | $5.73M | Buy |
+27,287
| New | +$5.73M | 0.32% | 85 |
|