Farther Finance 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 | $1.21M | Buy |
2,137
+360
| +20% | +$204K | 0.02% | 514 |
|
2025
Q1 | $953K | Buy |
1,777
+342
| +24% | +$183K | 0.02% | 526 |
|
2024
Q4 | $817K | Sell |
1,435
-34
| -2% | -$19.4K | 0.03% | 435 |
|
2024
Q3 | $837K | Buy |
1,469
+435
| +42% | +$248K | 0.03% | 403 |
|
2024
Q2 | $548K | Buy |
1,034
+2
| +0.2% | +$1.06K | 0.03% | 454 |
|
2024
Q1 | $570K | Buy |
1,032
+1,000
| +3,125% | +$552K | 0.03% | 363 |
|
2023
Q4 | $16.2K | Buy |
+32
| New | +$16.2K | ﹤0.01% | 1400 |
|
2023
Q1 | – | Sell |
-3
| Closed | -$1.33K | – | 2403 |
|
2022
Q4 | $1.33K | Buy |
+3
| New | +$1.33K | ﹤0.01% | 1578 |
|