Hummer Financial Advisory Services’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 | $9.79M | Hold |
17,228
| – | – | 7.35% | 3 |
|
|
2025
Q1 | $9.21M | Buy |
17,228
+90
| +0.5% | +$48.1K | 7.48% | 3 |
|
|
2024
Q4 | $9.8M | Hold |
17,138
| – | – | 7.75% | 3 |
|
|
2024
Q3 | $9.79M | Hold |
17,138
| – | – | 7.7% | 3 |
|
|
2024
Q2 | $9.2M | Sell |
17,138
-315
| -2% | -$169K | 7.95% | 3 |
|
|
2024
Q1 | $9.73M | Buy |
17,453
+480
| +3% | +$268K | 8.02% | 3 |
|
|
2023
Q4 | $8.64M | Hold |
16,973
| – | – | 7.9% | 3 |
|
|
2023
Q3 | $7.78M | Hold |
16,973
| – | – | 7.93% | 3 |
|
|
2023
Q2 | $8.15M | Hold |
16,973
| – | – | 7.98% | 3 |
|
|
2023
Q1 | $7.8M | Sell |
16,973
-80
| -0.5% | -$36.8K | 8.3% | 3 |
|
|
2022
Q4 | $7.58M | Sell |
17,053
-100
| -0.6% | -$44.4K | 8.34% | 3 |
|
|
2022
Q3 | $6.92M | Sell |
17,153
-20
| -0.1% | -$8.07K | 8.13% | 3 |
|
|
2022
Q2 | $7.13M | Hold |
17,173
| – | – | 8.07% | 3 |
|
|
2022
Q1 | $8.44M | Buy |
17,173
+100
| +0.6% | +$49.2K | 7.61% | 3 |
|
|
2021
Q4 | $8.86M | Sell |
17,073
-375
| -2% | -$195K | 7.47% | 3 |
|
|
2021
Q3 | $8.41M | Hold |
17,448
| – | – | 7.78% | 3 |
|
|
2021
Q2 | $8.59M | Hold |
17,448
| – | – | 7.94% | 3 |
|
|
2021
Q1 | $8.32M | Buy |
17,448
+739
| +4% | +$352K | 8.09% | 3 |
|
|
2020
Q4 | $7.04M | Sell |
16,709
-1,069
| -6% | -$450K | 7.4% | 3 |
|
|
2020
Q3 | $6.04M | Sell |
17,778
-44
| -0.2% | -$15K | 7.12% | 4 |
|
|
2020
Q2 | $5.8M | Buy |
17,822
+225
| +1% | +$73.3K | 7.41% | 4 |
|
|
2020
Q1 | $4.65M | Buy |
17,597
+315
| +2% | +$83.1K | 7.01% | 3 |
|
|
2019
Q4 | $6.51M | Buy |
+17,282
| New | +$6.51M | 7.04% | 3 |
|