Greystone Financial Group’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 | $909K | Buy |
1,605
+3
| +0.2% | +$1.7K | 0.15% | 66 |
|
|
2025
Q1 | $855K | Buy |
1,602
+3
| +0.2% | +$1.6K | 0.16% | 71 |
|
|
2024
Q4 | $911K | Buy |
1,599
+783
| +96% | +$446K | 0.16% | 67 |
|
|
2024
Q3 | $465K | Sell |
816
-588
| -42% | -$335K | 0.08% | 87 |
|
|
2024
Q2 | $751K | Buy |
1,404
+863
| +160% | +$462K | 0.15% | 69 |
|
|
2024
Q1 | $301K | Buy |
541
+2
| +0.4% | +$1.11K | 0.06% | 101 |
|
|
2023
Q4 | $273K | Buy |
+539
| New | +$273K | 0.06% | 100 |
|
|
2021
Q2 | – | Sell |
-3,085
| Closed | -$1.53M | – | 89 |
|
|
2021
Q1 | $1.53M | Sell |
3,085
-7,477
| -71% | -$3.7M | 0.38% | 51 |
|
|
2020
Q4 | $4.84M | Buy |
+10,562
| New | +$4.84M | 1.32% | 34 |
|