Focus Partners Advisor Solutions’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 | $7.5M | Sell |
13,240
-1,460
| -10% | -$827K | 0.1% | 102 |
|
|
2025
Q1 | $7.84M | Buy |
14,700
+5,823
| +66% | +$3.11M | 0.12% | 94 |
|
|
2024
Q4 | $5.06M | Sell |
8,877
-619
| -7% | -$353K | 0.09% | 114 |
|
|
2024
Q3 | $5.41M | Buy |
9,496
+2,296
| +32% | +$1.31M | 0.11% | 93 |
|
|
2024
Q2 | $3.85M | Sell |
7,200
-1,702
| -19% | -$911K | 0.1% | 102 |
|
|
2024
Q1 | $4.95M | Buy |
8,902
+3,966
| +80% | +$2.21M | 0.14% | 82 |
|
|
2023
Q4 | $2.5M | Buy |
4,936
+573
| +13% | +$291K | 0.12% | 85 |
|
|
2023
Q3 | $1.99M | Buy |
4,363
+103
| +2% | +$47K | 0.1% | 101 |
|
|
2023
Q2 | $2.04M | Buy |
4,260
+1,080
| +34% | +$517K | 0.11% | 84 |
|
|
2023
Q1 | $1.46M | Sell |
3,180
-1,314
| -29% | -$602K | 0.09% | 98 |
|
|
2022
Q4 | $1.99M | Sell |
4,494
-627
| -12% | -$278K | 0.15% | 76 |
|
|
2022
Q3 | $2.06M | Buy |
5,121
+303
| +6% | +$122K | 0.12% | 87 |
|
|
2022
Q2 | $1.99M | Buy |
4,818
+172
| +4% | +$71.1K | 0.17% | 69 |
|
|
2022
Q1 | $2.28M | Buy |
4,646
+2,352
| +103% | +$1.15M | 0.23% | 64 |
|
|
2021
Q4 | $1.19M | Buy |
+2,294
| New | +$1.19M | 0.25% | 31 |
|