Gladstone Institutional Advisory’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 | $437K | Hold |
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|
2025
Q2 | $416K | Hold |
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|
2025
Q1 | $392K | Hold |
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|
2024
Q4 | $418K | Sell |
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|
2024
Q3 | $504K | Hold |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $438K | Sell |
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|
2023
Q2 | $465K | Hold |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $479K | Sell |
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|
2022
Q1 | $686K | Buy |
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|
2021
Q4 | $428K | Hold |
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|
2021
Q3 | $397K | Hold |
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | $346K | Buy |
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