Global Retirement Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Global Retirement Partners’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.06M	Buy	+3,640	New	+$2.06M	0.05%	330
2024 Q4	$3.16M	Buy	5,547 +89	+2%	+$50.7K	0.09%	214
2024 Q3	$3.11M	Sell	5,458 -45	-0.8%	-$25.6K	0.09%	202
2024 Q2	$2.94M	Buy	5,503 +282	+5%	+$151K	0.09%	209
2024 Q1	$2.91M	Sell	5,221 -54	-1%	-$30K	0.11%	189
2023 Q4	$2.61M	Buy	5,275 +63	+1%	+$31.2K	0.11%	183
2023 Q3	$2.32M	Sell	5,212 -19	-0.4%	-$8.47K	0.12%	169
2023 Q2	$2.51M	Sell	5,231 -16	-0.3%	-$7.66K	0.12%	158
2023 Q1	$2.35M	Sell	5,247 -2	-0%	-$896	0.12%	165
2022 Q4	$2.32M	Buy	5,249 +16	+0.3%	+$7.09K	0.16%	141
2022 Q3	$2.32M	Hold	5,233	–	–	0.18%	128
2022 Q2	$2.16M	Hold	5,233	–	–	0.17%	133
2022 Q1	$2.28M	Buy	+5,233	New	+$2.28M	0.18%	128
2021 Q4	–	Sell	-4,478	Closed	-$2.15M	–	1170
2021 Q3	$2.15M	Hold	4,478	–	–	0.21%	103
2021 Q2	$2.2M	Buy	4,478 +8	+0.2%	+$3.93K	0.23%	102
2021 Q1	$2.13M	Sell	4,470 -1	-0%	-$476	0.25%	82
2020 Q4	$1.88M	Sell	4,471 -52	-1%	-$21.8K	0.24%	87
2020 Q3	$1.53M	Sell	4,523 -177	-4%	-$60K	0.22%	94
2020 Q2	$1.53M	Sell	4,700 -482	-9%	-$156K	0.24%	90
2020 Q1	$1.36M	Sell	5,182 -225	-4%	-$59.1K	0.26%	86
2019 Q4	$2.03M	Buy	5,407 +714	+15%	+$268K	0.31%	72
2019 Q3	$1.65M	Buy	4,693 +222	+5%	+$78.2K	0.27%	82
2019 Q2	$1.59M	Sell	4,471 -586	-12%	-$208K	0.3%	63
2019 Q1	$1.75M	Sell	5,057 -1,932	-28%	-$667K	0.42%	46
2018 Q4	$2.12M	Buy	6,989 +90	+1%	+$27.2K	0.54%	41
2018 Q3	$2.54M	Buy	6,899 +13	+0.2%	+$4.78K	0.57%	35
2018 Q2	$2.45M	Sell	6,886 -53	-0.8%	-$18.8K	0.62%	34
2018 Q1	$2.37M	Sell	6,939 -17,323	-71%	-$5.92M	0.65%	28
2017 Q4	$8.38M	Buy	24,262 +600	+3%	+$207K	2.3%	5
2017 Q3	$7.72M	Buy	23,662 +854	+4%	+$279K	3.19%	3
2017 Q2	$7.24M	Buy	22,808 +1,280	+6%	+$407K	3.41%	3
2017 Q1	$6.73M	Buy	21,528 +2,741	+15%	+$856K	3.76%	3
2016 Q4	$5.67M	Buy	+18,787	New	+$5.67M	3.81%	3