Gould Asset Management’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 | $2.51M | Sell |
4,426
-2,125
| -32% | -$1.2M | 0.49% | 26 |
|
|
2025
Q1 | $3.49M | Buy |
6,551
+70
| +1% | +$37.3K | 0.72% | 21 |
|
|
2024
Q4 | $3.69M | Buy |
6,481
+165
| +3% | +$94K | 0.78% | 22 |
|
|
2024
Q3 | $3.6M | Sell |
6,316
-20
| -0.3% | -$11.4K | 0.77% | 21 |
|
|
2024
Q2 | $3.39M | Sell |
6,336
-100
| -2% | -$53.5K | 0.78% | 22 |
|
|
2024
Q1 | $3.58M | Sell |
6,436
-100
| -2% | -$55.6K | 0.87% | 19 |
|
|
2023
Q4 | $3.32M | Sell |
6,536
-485
| -7% | -$246K | 0.86% | 19 |
|
|
2023
Q3 | $3.21M | Sell |
7,021
-65
| -0.9% | -$29.7K | 0.91% | 17 |
|
|
2023
Q2 | $3.39M | Sell |
7,086
-15
| -0.2% | -$7.18K | 0.95% | 18 |
|
|
2023
Q1 | $3.26M | Sell |
7,101
-250
| -3% | -$115K | 0.93% | 18 |
|
|
2022
Q4 | $3.25M | Buy |
7,351
+115
| +2% | +$50.9K | 0.98% | 19 |
|
|
2022
Q3 | $2.91M | Buy |
7,236
+475
| +7% | +$191K | 0.99% | 19 |
|
|
2022
Q2 | $2.8M | Sell |
6,761
-500
| -7% | -$207K | 0.9% | 21 |
|
|
2022
Q1 | $3.56M | Buy |
7,261
+400
| +6% | +$196K | 1.02% | 18 |
|
|
2021
Q4 | $3.55M | Hold |
6,861
| – | – | 1% | 18 |
|
|
2021
Q3 | $3.3M | Buy |
6,861
+200
| +3% | +$96.2K | 1.02% | 18 |
|
|
2021
Q2 | $3.27M | Buy |
6,661
+100
| +2% | +$49.1K | 0.93% | 20 |
|
|
2021
Q1 | $3.12M | Sell |
6,561
-350
| -5% | -$167K | 0.95% | 19 |
|
|
2020
Q4 | $2.9M | Sell |
6,911
-600
| -8% | -$252K | 0.88% | 20 |
|
|
2020
Q3 | $2.55M | Buy |
7,511
+200
| +3% | +$67.8K | 0.86% | 22 |
|
|
2020
Q2 | $2.37M | Sell |
7,311
-1,800
| -20% | -$584K | 0.83% | 22 |
|
|
2020
Q1 | $2.4M | Buy |
9,111
+2,400
| +36% | +$631K | 0.91% | 17 |
|
|
2019
Q4 | $2.52M | Buy |
6,711
+61
| +0.9% | +$22.9K | 0.84% | 17 |
|
|
2019
Q3 | $2.34M | Sell |
6,650
-510
| -7% | -$180K | 0.83% | 18 |
|
|
2019
Q2 | $2.54M | Buy |
7,160
+200
| +3% | +$70.9K | 0.92% | 16 |
|
|
2019
Q1 | $2.4M | Sell |
6,960
-600
| -8% | -$207K | 0.9% | 16 |
|
|
2018
Q4 | $2.29M | Sell |
7,560
-3,300
| -30% | -$999K | 0.95% | 16 |
|
|
2018
Q3 | $3.99M | Sell |
10,860
-40
| -0.4% | -$14.7K | 1.59% | 9 |
|
|
2018
Q2 | $3.87M | Buy |
10,900
+3,500
| +47% | +$1.24M | 1.67% | 9 |
|
|
2018
Q1 | $2.53M | Sell |
7,400
-470
| -6% | -$161K | 1.11% | 14 |
|
|
2017
Q4 | $2.72M | Sell |
7,870
-100
| -1% | -$34.5K | 1.18% | 9 |
|
|
2017
Q3 | $2.6M | Hold |
7,970
| – | – | 1.17% | 11 |
|
|
2017
Q2 | $2.53M | Sell |
7,970
-300
| -4% | -$95.3K | 1.22% | 10 |
|
|
2017
Q1 | $2.58M | Sell |
8,270
-200
| -2% | -$62.5K | 1.3% | 9 |
|
|
2016
Q4 | $2.56M | Sell |
8,470
-800
| -9% | -$241K | 1.31% | 8 |
|
|
2016
Q3 | $2.62M | Sell |
9,270
-200
| -2% | -$56.5K | 1.41% | 9 |
|
|
2016
Q2 | $2.58M | Hold |
9,470
| – | – | 1.38% | 8 |
|
|
2016
Q1 | $2.49M | Sell |
9,470
-800
| -8% | -$210K | 1.34% | 9 |
|
|
2015
Q4 | $2.61M | Buy |
10,270
+1,600
| +18% | +$406K | 1.4% | 9 |
|
|
2015
Q3 | $2.16M | Sell |
8,670
-1,705
| -16% | -$424K | 1.2% | 10 |
|
|
2015
Q2 | $2.83M | Sell |
10,375
-300
| -3% | -$81.9K | 1.44% | 10 |
|
|
2015
Q1 | $2.96M | Buy |
10,675
+1,330
| +14% | +$369K | 1.45% | 11 |
|
|
2014
Q4 | $2.47M | Sell |
9,345
-2,400
| -20% | -$634K | 1.21% | 11 |
|
|
2014
Q3 | $2.93M | Buy |
11,745
+100
| +0.9% | +$24.9K | 1.42% | 10 |
|
|
2014
Q2 | $3.03M | Sell |
11,645
-100
| -0.9% | -$26.1K | 1.46% | 8 |
|
|
2014
Q1 | $2.94M | Hold |
11,745
| – | – | 1.56% | 9 |
|
|
2013
Q4 | $2.87M | Sell |
11,745
-5,200
| -31% | -$1.27M | 1.67% | 8 |
|
|
2013
Q3 | $3.84M | Sell |
16,945
-600
| -3% | -$136K | 2.41% | 6 |
|
|
2013
Q2 | $3.69M | Buy |
+17,545
| New | +$3.69M | 2.3% | 8 |
|