Forvis Mazars Wealth 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
Q2 | $1.6M | Buy |
2,819
+384
| +16% | +$218K | 0.03% | 173 |
|
|
2025
Q1 | $1.3M | Sell |
2,435
-15
| -0.6% | -$8K | 0.03% | 186 |
|
|
2024
Q4 | $1.4M | Buy |
2,450
+165
| +7% | +$94K | 0.03% | 188 |
|
|
2024
Q3 | $1.3M | Sell |
2,285
-19
| -0.8% | -$10.8K | 0.03% | 199 |
|
|
2024
Q2 | $1.23M | Hold |
2,304
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $1.28M | Buy |
2,304
+500
| +28% | +$278K | 0.03% | 194 |
|
|
2023
Q4 | $915K | Buy |
1,804
+77
| +4% | +$39.1K | 0.03% | 213 |
|
|
2023
Q3 | $789K | Hold |
1,727
| – | – | 0.02% | 222 |
|
|
2023
Q2 | $827K | Hold |
1,727
| – | – | 0.02% | 232 |
|
|
2023
Q1 | $792K | Sell |
1,727
-197
| -10% | -$90.3K | 0.03% | 221 |
|
|
2022
Q4 | $852K | Hold |
1,924
| – | – | 0.03% | 212 |
|
|
2022
Q3 | $773K | Hold |
1,924
| – | – | 0.03% | 215 |
|
|
2022
Q2 | $795K | Buy |
1,924
+1,366
| +245% | +$564K | 0.03% | 210 |
|
|
2022
Q1 | $274K | Hold |
558
| – | – | 0.01% | 252 |
|
|
2021
Q4 | $289K | Hold |
558
| – | – | 0.01% | 232 |
|
|
2021
Q3 | $268K | Sell |
558
-40
| -7% | -$19.2K | 0.01% | 231 |
|
|
2021
Q2 | $294K | Hold |
598
| – | – | 0.01% | 222 |
|
|
2021
Q1 | $285K | Hold |
598
| – | – | 0.01% | 228 |
|
|
2020
Q4 | $251K | Hold |
598
| – | – | 0.01% | 317 |
|
|
2020
Q3 | $203K | Buy |
+598
| New | +$203K | 0.01% | 316 |
|
|
2020
Q1 | – | Sell |
-623
| Closed | -$234K | – | 299 |
|
|
2019
Q4 | $234K | Buy |
623
+32
| +5% | +$12K | 0.02% | 264 |
|
|
2019
Q3 | $208K | Buy |
591
+18
| +3% | +$6.34K | 0.02% | 250 |
|
|
2019
Q2 | $203K | Sell |
573
-216
| -27% | -$76.5K | 0.02% | 252 |
|
|
2019
Q1 | $273K | Buy |
789
+18
| +2% | +$6.23K | 0.02% | 217 |
|
|
2018
Q4 | $233K | Buy |
+771
| New | +$233K | 0.02% | 208 |
|
|
2018
Q3 | – | Sell |
-771
| Closed | -$274K | – | 238 |
|
|
2018
Q2 | $274K | Hold |
771
| – | – | 0.03% | 204 |
|
|
2018
Q1 | $263K | Hold |
771
| – | – | 0.03% | 203 |
|
|
2017
Q4 | $266K | Hold |
771
| – | – | 0.03% | 214 |
|
|
2017
Q3 | $252K | Hold |
771
| – | – | 0.03% | 202 |
|
|
2017
Q2 | $245K | Hold |
771
| – | – | 0.03% | 204 |
|
|
2017
Q1 | $241K | Sell |
771
-50
| -6% | -$15.6K | 0.03% | 194 |
|
|
2016
Q4 | $248K | Hold |
821
| – | – | 0.03% | 181 |
|
|
2016
Q3 | $232K | Buy |
+821
| New | +$232K | 0.03% | 171 |
|