High Net Worth Advisory Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
559
| – | – | 0.08% | 172 |
|
|
2025
Q1 | $298K | Hold |
559
| – | – | 0.08% | 165 |
|
|
2024
Q4 | $318K | Hold |
559
| – | – | 0.09% | 165 |
|
|
2024
Q3 | $318K | Sell |
559
-3
| -0.5% | -$1.71K | 0.09% | 165 |
|
|
2024
Q2 | $301K | Hold |
562
| – | – | 0.09% | 160 |
|
|
2024
Q1 | $313K | Hold |
562
| – | – | 0.1% | 159 |
|
|
2023
Q4 | $285K | Hold |
562
| – | – | 0.11% | 152 |
|
|
2023
Q3 | $257K | Hold |
562
| – | – | 0.1% | 153 |
|
|
2023
Q2 | $269K | Hold |
562
| – | – | 0.1% | 154 |
|
|
2023
Q1 | $258K | Sell |
562
-2
| -0.4% | -$917 | 0.11% | 155 |
|
|
2022
Q4 | $250K | Buy |
564
+25
| +5% | +$11.1K | 0.1% | 160 |
|
|
2022
Q3 | $216K | Sell |
539
-1
| -0.2% | -$401 | 0.09% | 174 |
|
|
2022
Q2 | $223K | Sell |
540
-6
| -1% | -$2.48K | 0.09% | 175 |
|
|
2022
Q1 | $268K | Sell |
546
-272
| -33% | -$134K | 0.1% | 155 |
|
|
2021
Q4 | $423K | Buy |
+818
| New | +$423K | 0.15% | 125 |
|