Gladstone Institutional Advisory’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 | $416K | Hold |
734
| – | – | 0.02% | 543 |
|
|
2025
Q1 | $392K | Hold |
734
| – | – | 0.02% | 531 |
|
|
2024
Q4 | $418K | Sell |
734
-150
| -17% | -$85.4K | 0.02% | 511 |
|
|
2024
Q3 | $504K | Hold |
884
| – | – | 0.02% | 447 |
|
|
2024
Q2 | $473K | Hold |
884
| – | – | 0.02% | 436 |
|
|
2024
Q1 | $492K | Sell |
884
-63
| -7% | -$35.1K | 0.03% | 413 |
|
|
2023
Q4 | $480K | Sell |
947
-13
| -1% | -$6.6K | 0.03% | 424 |
|
|
2023
Q3 | $438K | Sell |
960
-10
| -1% | -$4.57K | 0.03% | 405 |
|
|
2023
Q2 | $465K | Hold |
970
| – | – | 0.03% | 410 |
|
|
2023
Q1 | $445K | Sell |
970
-74
| -7% | -$33.9K | 0.03% | 434 |
|
|
2022
Q4 | $462K | Sell |
1,044
-11
| -1% | -$4.87K | 0.03% | 416 |
|
|
2022
Q3 | $424K | Sell |
1,055
-103
| -9% | -$41.4K | 0.03% | 429 |
|
|
2022
Q2 | $479K | Sell |
1,158
-240
| -17% | -$99.3K | 0.04% | 422 |
|
|
2022
Q1 | $686K | Buy |
1,398
+572
| +69% | +$281K | 0.05% | 364 |
|
|
2021
Q4 | $428K | Hold |
826
| – | – | 0.03% | 412 |
|
|
2021
Q3 | $397K | Hold |
826
| – | – | 0.04% | 381 |
|
|
2021
Q2 | $406K | Buy |
826
+100
| +14% | +$49.2K | 0.05% | 333 |
|
|
2021
Q1 | $346K | Buy |
+726
| New | +$346K | 0.05% | 297 |
|