FIA
Foundations Investment Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
1,182
+71
| +6% | +$40.2K | 0.01% | 515 |
|
|
2025
Q1 | $593K | Buy |
1,111
+72
| +7% | +$38.4K | 0.01% | 534 |
|
|
2024
Q4 | $592K | Buy |
1,039
+54
| +5% | +$30.8K | 0.01% | 511 |
|
|
2024
Q3 | $561K | Buy |
985
+172
| +21% | +$98K | 0.01% | 496 |
|
|
2024
Q2 | $435K | Buy |
813
+41
| +5% | +$21.9K | 0.01% | 524 |
|
|
2024
Q1 | $430K | Sell |
772
-413
| -35% | -$230K | 0.01% | 500 |
|
|
2023
Q4 | $599K | Buy |
1,185
+383
| +48% | +$194K | 0.02% | 396 |
|
|
2023
Q3 | $366K | Sell |
802
-38
| -5% | -$17.3K | 0.01% | 462 |
|
|
2023
Q2 | $402K | Sell |
840
-482
| -36% | -$231K | 0.01% | 405 |
|
|
2023
Q1 | $606K | Buy |
1,322
+417
| +46% | +$191K | 0.02% | 298 |
|
|
2022
Q4 | $401K | Buy |
905
+109
| +14% | +$48.3K | 0.02% | 312 |
|
|
2022
Q3 | $320K | Buy |
796
+120
| +18% | +$48.2K | 0.01% | 316 |
|
|
2022
Q2 | $281K | Buy |
+676
| New | +$281K | 0.01% | 313 |
|
|
2021
Q2 | – | Sell |
-483
| Closed | -$233K | – | 304 |
|
|
2021
Q1 | $233K | Hold |
483
| – | – | 0.01% | 200 |
|
|
2020
Q4 | $213K | Buy |
+483
| New | +$213K | 0.01% | 177 |
|
|
2019
Q2 | – | Sell |
-129,136
| Closed | -$44.6M | – | 127 |
|
|
2019
Q1 | $44.6M | Buy |
129,136
+81,627
| +172% | +$28.2M | 7.74% | 3 |
|
|
2018
Q4 | $16.1M | Buy |
47,509
+34,676
| +270% | +$11.8M | 3.41% | 10 |
|
|
2018
Q3 | $4.72M | Buy |
12,833
+976
| +8% | +$359K | 1.15% | 17 |
|
|
2018
Q2 | $4.21M | Buy |
+11,857
| New | +$4.21M | 1.12% | 21 |
|