GWP
Gateway Wealth Partners’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 | $255K | Sell |
450
-21
| -4% | -$11.9K | 0.05% | 305 |
|
|
2025
Q1 | $251K | Buy |
471
+21
| +5% | +$11.2K | 0.06% | 273 |
|
|
2024
Q4 | $256K | Hold |
450
| – | – | 0.07% | 252 |
|
|
2024
Q3 | $256K | Hold |
450
| – | – | 0.07% | 236 |
|
|
2024
Q2 | $241K | Hold |
450
| – | – | 0.07% | 232 |
|
|
2024
Q1 | $250K | Hold |
450
| – | – | 0.09% | 197 |
|
|
2023
Q4 | $228K | Buy |
+450
| New | +$228K | 0.09% | 195 |
|
|
2023
Q2 | – | Sell |
-546
| Closed | -$250K | – | 253 |
|
|
2023
Q1 | $250K | Buy |
546
+10
| +2% | +$4.59K | 0.04% | 181 |
|
|
2022
Q4 | $237K | Buy |
+536
| New | +$237K | 0.04% | 170 |
|