Geneos Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $241K | Sell |
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|
2025
Q2 | $2.5M | Sell |
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|
2025
Q1 | $4.46M | Buy |
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|
2024
Q4 | $173K | Sell |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $226K | Sell |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $477K | Buy |
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|
2022
Q1 | $557K | Sell |
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|
2021
Q4 | $803K | Sell |
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|
2021
Q3 | $771K | Buy |
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|
2021
Q2 | $561K | Sell |
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|
2021
Q1 | $910K | Buy |
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|
2020
Q4 | $600K | Buy |
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|
2020
Q3 | $406K | Buy |
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|
2020
Q2 | $382K | Buy |
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|
2020
Q1 | $196K | Sell |
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|
2019
Q4 | $1.42M | Sell |
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|
2019
Q3 | $1.52M | Buy |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $2.41M | Buy |
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|
2018
Q4 | $424K | Sell |
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|
2018
Q3 | $3.26M | Buy |
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|
2018
Q2 | $1.42M | Buy |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.03M | Sell |
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|
2017
Q1 | $1.19M | Buy |
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|
2016
Q4 | $1.08M | Sell |
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|
2016
Q3 | $1.11M | Sell |
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|
2016
Q2 | $1.55M | Buy |
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|
2016
Q1 | $1.08M | Buy |
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