First Foundation 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
Q1 | – | Sell |
-545
| Closed | -$310K | – | 339 |
|
|
2024
Q4 | $310K | Buy |
545
+1
| +0.2% | +$570 | 0.01% | 285 |
|
|
2024
Q3 | $310K | Hold |
544
| – | – | 0.01% | 281 |
|
|
2024
Q2 | $291K | Sell |
544
-155
| -22% | -$82.9K | 0.01% | 284 |
|
|
2024
Q1 | $389K | Buy |
699
+155
| +28% | +$86.2K | 0.02% | 250 |
|
|
2023
Q4 | $276K | Hold |
544
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $248K | Hold |
544
| – | – | 0.01% | 357 |
|
|
2023
Q2 | $261K | Hold |
544
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $249K | Buy |
+544
| New | +$249K | 0.01% | 325 |
|
|
2022
Q2 | – | Sell |
-419
| Closed | -$205K | – | 434 |
|
|
2022
Q1 | $205K | Hold |
419
| – | – | 0.01% | 396 |
|
|
2021
Q4 | $217K | Hold |
419
| – | – | 0.01% | 403 |
|
|
2021
Q3 | $201K | Hold |
419
| – | – | 0.01% | 425 |
|
|
2021
Q2 | $206K | Buy |
+419
| New | +$206K | 0.01% | 428 |
|
|
2015
Q4 | – | Sell |
-1,739
| Closed | -$433K | – | 306 |
|
|
2015
Q3 | $433K | Buy |
+1,739
| New | +$433K | 0.04% | 164 |
|
|
2015
Q2 | – | Sell |
-2,213
| Closed | -$614K | – | 259 |
|
|
2015
Q1 | $614K | Buy |
2,213
+527
| +31% | +$146K | 0.05% | 135 |
|
|
2014
Q4 | $445K | Buy |
1,686
+805
| +91% | +$212K | 0.04% | 155 |
|
|
2014
Q3 | $220K | Buy |
+881
| New | +$220K | 0.02% | 203 |
|