HB Wealth 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 | $2.19M | Sell |
3,869
-2,289
| -37% | -$1.3M | 0.02% | 346 |
|
|
2025
Q1 | $3.29M | Sell |
6,158
-299
| -5% | -$160K | 0.03% | 289 |
|
|
2024
Q4 | $3.68M | Sell |
6,457
-3,230
| -33% | -$1.84M | 0.04% | 197 |
|
|
2024
Q3 | $5.52M | Buy |
9,687
+9
| +0.1% | +$5.13K | 0.06% | 144 |
|
|
2024
Q2 | $5.18M | Sell |
9,678
-1,058
| -10% | -$566K | 0.06% | 147 |
|
|
2024
Q1 | $5.97M | Sell |
10,736
-15
| -0.1% | -$8.35K | 0.08% | 133 |
|
|
2023
Q4 | $5.46M | Buy |
10,751
+168
| +2% | +$85.2K | 0.08% | 131 |
|
|
2023
Q3 | $4.83M | Sell |
10,583
-63
| -0.6% | -$28.8K | 0.08% | 129 |
|
|
2023
Q2 | $5.1M | Buy |
10,646
+548
| +5% | +$262K | 0.08% | 120 |
|
|
2023
Q1 | $4.63M | Buy |
10,098
+164
| +2% | +$75.2K | 0.08% | 123 |
|
|
2022
Q4 | $4.4M | Buy |
9,934
+618
| +7% | +$274K | 0.08% | 120 |
|
|
2022
Q3 | $3.74M | Buy |
9,316
+1,081
| +13% | +$434K | 0.08% | 119 |
|
|
2022
Q2 | $3.41M | Sell |
8,235
-778
| -9% | -$322K | 0.07% | 134 |
|
|
2022
Q1 | $4.42M | Buy |
9,013
+2,526
| +39% | +$1.24M | 0.08% | 119 |
|
|
2021
Q4 | $3.36M | Buy |
+6,487
| New | +$3.36M | 0.07% | 115 |
|