Flynn Zito Capital 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 | $538K | Sell |
950
-137
| -13% | -$77.6K | 0.23% | 65 |
|
|
2025
Q1 | $580K | Hold |
1,087
| – | – | 0.27% | 63 |
|
|
2024
Q4 | $619K | Hold |
1,087
| – | – | 0.29% | 55 |
|
|
2024
Q3 | $619K | Sell |
1,087
-9
| -0.8% | -$5.13K | 0.3% | 51 |
|
|
2024
Q2 | $587K | Sell |
1,096
-193
| -15% | -$103K | 0.3% | 49 |
|
|
2024
Q1 | $717K | Sell |
1,289
-14
| -1% | -$7.79K | 0.37% | 40 |
|
|
2023
Q4 | $661K | Sell |
1,303
-142
| -10% | -$72.1K | 0.45% | 28 |
|
|
2023
Q3 | $660K | Hold |
1,445
| – | – | 0.46% | 31 |
|
|
2023
Q2 | $692K | Sell |
1,445
-41
| -3% | -$19.6K | 0.47% | 26 |
|
|
2023
Q1 | $681K | Sell |
1,486
-326
| -18% | -$149K | 0.49% | 24 |
|
|
2022
Q4 | $803K | Sell |
1,812
-16
| -0.9% | -$7.09K | 0.67% | 21 |
|
|
2022
Q3 | $734K | Buy |
+1,828
| New | +$734K | 0.73% | 20 |
|
|
2022
Q2 | – | Sell |
-3,030
| Closed | -$1.49M | – | 95 |
|
|
2022
Q1 | $1.49M | Sell |
3,030
-228
| -7% | -$112K | 1.26% | 16 |
|
|
2021
Q4 | $1.69M | Buy |
+3,258
| New | +$1.69M | 1.43% | 14 |
|