Great Valley Advisor Group’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 | $1.18M | Buy |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $473K | Sell |
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|
2023
Q2 | $509K | Hold |
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|
2023
Q1 | $487K | Buy |
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $438K | Buy |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $484K | Hold |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $325K | Hold |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Hold |
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|
2019
Q3 | $234K | Hold |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $229K | Buy |
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