Focus Partners Wealth’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 | $45.8M | Sell |
80,814
-2,344
| -3% | -$1.33M | 0.1% | 194 |
|
|
2025
Q1 | $44.4M | Sell |
83,158
-6,731
| -7% | -$3.59M | 0.11% | 180 |
|
|
2024
Q4 | $51.2M | Buy |
89,889
+47,698
| +113% | +$27.2M | 0.13% | 159 |
|
|
2024
Q3 | $24M | Buy |
42,191
+31,655
| +300% | +$18M | 0.08% | 257 |
|
|
2024
Q2 | $5.64M | Buy |
10,536
+3,085
| +41% | +$1.65M | 0.02% | 478 |
|
|
2024
Q1 | $4.15M | Sell |
7,451
-3,835
| -34% | -$2.13M | 0.03% | 358 |
|
|
2023
Q4 | $5.73M | Buy |
+11,286
| New | +$5.73M | 0.08% | 214 |
|