Financial & Tax Architects’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 | – | Sell |
-18,520
| Closed | -$9.88M | – | 107 |
|
|
2025
Q1 | $9.88M | Buy |
+18,520
| New | +$9.88M | 2.48% | 10 |
|
|
2024
Q2 | – | Sell |
-16,163
| Closed | -$8.99M | – | 89 |
|
|
2024
Q1 | $8.99M | Buy |
16,163
+15,573
| +2,639% | +$8.66M | 2.47% | 11 |
|
|
2023
Q4 | $299K | Buy |
+590
| New | +$299K | 0.09% | 75 |
|
|
2023
Q2 | – | Sell |
-14,390
| Closed | -$6.6M | – | 81 |
|
|
2023
Q1 | $6.6M | Sell |
14,390
-574
| -4% | -$263K | 2.17% | 10 |
|
|
2022
Q4 | $6.98M | Buy |
+14,964
| New | +$6.98M | 2.38% | 8 |
|
|
2022
Q2 | – | Sell |
-18,919
| Closed | -$9.28M | – | 91 |
|
|
2022
Q1 | $9.28M | Buy |
18,919
+17,039
| +906% | +$8.36M | 3.5% | 5 |
|
|
2021
Q4 | $973K | Buy |
+1,880
| New | +$973K | 0.4% | 64 |
|
|
2021
Q3 | – | Sell |
-2,112
| Closed | -$1.04M | – | 105 |
|
|
2021
Q2 | $1.04M | Sell |
2,112
-19,136
| -90% | -$9.4M | 0.51% | 48 |
|
|
2021
Q1 | $10.1M | Buy |
+21,248
| New | +$10.1M | 5.67% | 2 |
|