Financial Engines 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 | $4.58M | Sell |
8,086
-408
| -5% | -$231K | 0.01% | 153 |
|
|
2025
Q1 | $4.53M | Sell |
8,494
-211
| -2% | -$113K | 0.01% | 136 |
|
|
2024
Q4 | $4.96M | Sell |
8,705
-331
| -4% | -$189K | 0.01% | 140 |
|
|
2024
Q3 | $5.16M | Sell |
9,036
-139
| -2% | -$79.4K | 0.01% | 120 |
|
|
2024
Q2 | $4.93M | Buy |
9,175
+176
| +2% | +$94.5K | 0.01% | 122 |
|
|
2024
Q1 | $5.02M | Sell |
8,999
-122
| -1% | -$68K | 0.01% | 109 |
|
|
2023
Q4 | $4.65M | Sell |
9,121
-464
| -5% | -$236K | 0.01% | 104 |
|
|
2023
Q3 | $4.39M | Sell |
9,585
-1,626
| -15% | -$745K | 0.01% | 87 |
|
|
2023
Q2 | $5.39M | Sell |
11,211
-1,035
| -8% | -$497K | 0.01% | 86 |
|
|
2023
Q1 | $5.63M | Sell |
12,246
-1,296
| -10% | -$596K | 0.01% | 90 |
|
|
2022
Q4 | $6.02M | Sell |
13,542
-15,433
| -53% | -$6.86M | 0.02% | 90 |
|
|
2022
Q3 | $11.7M | Sell |
28,975
-2,401
| -8% | -$969K | 0.04% | 72 |
|
|
2022
Q2 | $13M | Sell |
31,376
-1,677
| -5% | -$696K | 0.04% | 67 |
|
|
2022
Q1 | $16.2M | Buy |
33,053
+32,213
| +3,835% | +$15.8M | 0.04% | 64 |
|
|
2021
Q4 | $436K | Sell |
840
-52
| -6% | -$27K | ﹤0.01% | 171 |
|
|
2021
Q3 | $430K | Buy |
892
+218
| +32% | +$105K | ﹤0.01% | 182 |
|
|
2021
Q2 | $331K | Sell |
674
-29
| -4% | -$14.2K | ﹤0.01% | 170 |
|
|
2021
Q1 | $335K | Buy |
703
+29
| +4% | +$13.8K | ﹤0.01% | 197 |
|
|
2020
Q4 | $284K | Buy |
674
+56
| +9% | +$23.6K | ﹤0.01% | 211 |
|
|
2020
Q3 | $210K | Sell |
618
-127
| -17% | -$43.2K | ﹤0.01% | 227 |
|
|
2020
Q2 | $242K | Buy |
+745
| New | +$242K | ﹤0.01% | 175 |
|
|
2018
Q4 | – | Sell |
-49
| Closed | -$18K | – | 153 |
|
|
2018
Q3 | $18K | Buy |
+49
| New | +$18K | ﹤0.01% | 81 |
|