FIM
Freedom Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-503
| Closed | -$223K | – | 756 |
|
|
2022
Q4 | $223K | Buy |
+503
| New | +$223K | 0.03% | 638 |
|
|
2019
Q3 | – | Sell |
-615
| Closed | -$218K | – | 725 |
|
|
2019
Q2 | $218K | Sell |
615
-326,477
| -100% | -$116M | 0.02% | 612 |
|
|
2019
Q1 | $113M | Sell |
327,092
-138,691
| -30% | -$47.9M | 9.06% | 1 |
|
|
2018
Q4 | $141M | Buy |
465,783
+464,830
| +48,775% | +$141M | 10.96% | 1 |
|
|
2018
Q3 | $354K | Sell |
953
-32
| -3% | -$11.9K | 0.02% | 656 |
|
|
2018
Q2 | $350K | Sell |
985
-560,866
| -100% | -$199M | 0.02% | 696 |
|
|
2018
Q1 | $192M | Sell |
561,851
-38,602
| -6% | -$13.2M | 9.8% | 1 |
|
|
2017
Q4 | $207M | Buy |
600,453
+598,953
| +39,930% | +$207M | 10.6% | 1 |
|
|
2017
Q3 | $489K | Sell |
1,500
-339
| -18% | -$111K | 0.03% | 603 |
|
|
2017
Q2 | $584K | Sell |
1,839
-757,482
| -100% | -$241M | 0.03% | 505 |
|
|
2017
Q1 | $237M | Sell |
759,321
-17,551
| -2% | -$5.48M | 13.8% | 1 |
|
|
2016
Q4 | $234M | Buy |
776,872
+775,731
| +67,987% | +$234M | 14.71% | 1 |
|
|
2016
Q3 | $322K | Sell |
1,141
-551
| -33% | -$155K | 0.02% | 602 |
|
|
2016
Q2 | $461K | Sell |
1,692
-791,202
| -100% | -$216M | 0.03% | 437 |
|
|
2016
Q1 | $208M | Sell |
792,894
-17,564
| -2% | -$4.61M | 15.08% | 1 |
|
|
2015
Q4 | $206M | Buy |
810,458
+796,632
| +5,762% | +$202M | 15.62% | 1 |
|
|
2015
Q3 | $822K | Buy |
13,826
+12,264
| +785% | +$729K | 0.08% | 202 |
|
|
2015
Q2 | $427K | Sell |
1,562
-372,327
| -100% | -$102M | 0.04% | 389 |
|
|
2015
Q1 | $104M | Buy |
373,889
+58,339
| +18% | +$16.2M | 11.43% | 1 |
|
|
2014
Q4 | $83.3M | Buy |
+315,550
| New | +$83.3M | 10.81% | 1 |
|
|
2014
Q2 | – | Sell |
-265,096
| Closed | -$66.4M | – | 509 |
|
|
2014
Q1 | $66.4M | Buy |
265,096
+32,446
| +14% | +$8.13M | 14.19% | 1 |
|
|
2013
Q4 | $56.8M | Buy |
232,650
+231,744
| +25,579% | +$56.6M | 14.11% | 1 |
|
|
2013
Q3 | $205K | Sell |
906
-260
| -22% | -$58.8K | 0.06% | 324 |
|
|
2013
Q2 | $245K | Buy |
+1,166
| New | +$245K | 0.08% | 231 |
|