HS
Horan Securities’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 | $280K | Buy |
+495
| New | +$280K | 0.1% | 112 |
|
2023
Q3 | – | Sell |
-125
| Closed | -$59.9K | – | 429 |
|
2023
Q2 | $59.9K | Hold |
125
| – | – | 0.03% | 216 |
|
2023
Q1 | $57.3K | Hold |
125
| – | – | 0.03% | 203 |
|
2022
Q4 | $55.3K | Hold |
125
| – | – | 0.03% | 194 |
|
2022
Q3 | $50K | Hold |
125
| – | – | 0.03% | 182 |
|
2022
Q2 | $52K | Hold |
125
| – | – | 0.03% | 168 |
|
2022
Q1 | $61K | Hold |
125
| – | – | 0.04% | 162 |
|
2021
Q4 | $65K | Buy |
+125
| New | +$65K | 0.04% | 157 |
|
2021
Q2 | $61K | Hold |
125
| – | – | 0.04% | 151 |
|
2021
Q1 | $60K | Hold |
125
| – | – | 0.05% | 128 |
|
2020
Q4 | $52K | Hold |
125
| – | – | 0.04% | 121 |
|
2020
Q3 | $42K | Hold |
125
| – | – | 0.04% | 112 |
|
2020
Q2 | $41K | Hold |
125
| – | – | 0.05% | 83 |
|
2020
Q1 | $33K | Buy |
+125
| New | +$33K | 0.05% | 87 |
|
2019
Q4 | – | Sell |
-125
| Closed | -$44K | – | 153 |
|
2019
Q3 | $44K | Hold |
125
| – | – | 0.05% | 76 |
|
2019
Q2 | $44K | Hold |
125
| – | – | 0.05% | 74 |
|
2019
Q1 | $43K | Hold |
125
| – | – | 0.05% | 70 |
|
2018
Q4 | $40K | Hold |
125
| – | – | 0.05% | 74 |
|
2018
Q3 | $43K | Hold |
125
| – | – | 0.04% | 63 |
|
2018
Q2 | $45K | Hold |
125
| – | – | 0.04% | 59 |
|
2018
Q1 | $43K | Hold |
125
| – | – | 0.04% | 59 |
|
2017
Q4 | $45K | Hold |
125
| – | – | 0.04% | 63 |
|
2017
Q3 | $41K | Hold |
125
| – | – | 0.04% | 57 |
|
2017
Q2 | $40K | Buy |
125
+25
| +25% | +$8K | 0.04% | 54 |
|
2017
Q1 | $31K | Buy |
+100
| New | +$31K | 0.04% | 55 |
|
2016
Q4 | – | Sell |
-100
| Closed | -$28K | – | 104 |
|
2016
Q3 | $28K | Buy |
+100
| New | +$28K | 0.04% | 48 |
|