IA
IFG Advisors’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 | $27.2M | Buy |
48,003
+1,606
| +3% | +$910K | 4.57% | 7 |
|
|
2025
Q1 | $24.8M | Buy |
46,397
+1,979
| +4% | +$1.06M | 4.77% | 7 |
|
|
2024
Q4 | $25.3M | Buy |
44,418
+2,085
| +5% | +$1.19M | 5.03% | 7 |
|
|
2024
Q3 | $24.1M | Buy |
42,333
+1,808
| +4% | +$1.03M | 5.15% | 6 |
|
|
2024
Q2 | $21.7M | Buy |
40,525
+1,393
| +4% | +$745K | 5.12% | 6 |
|
|
2024
Q1 | $21.8M | Buy |
39,132
+2,016
| +5% | +$1.12M | 5.63% | 6 |
|
|
2023
Q4 | $18.8M | Buy |
37,116
+2,561
| +7% | +$1.3M | 5.52% | 5 |
|
|
2023
Q3 | $15.8M | Buy |
34,555
+841
| +2% | +$384K | 5.61% | 4 |
|
|
2023
Q2 | $16.1M | Buy |
33,714
+1,413
| +4% | +$677K | 5.73% | 4 |
|
|
2023
Q1 | $14.8M | Buy |
32,301
+490
| +2% | +$225K | 5.83% | 4 |
|
|
2022
Q4 | $14.1M | Buy |
31,811
+847
| +3% | +$375K | 6.15% | 4 |
|
|
2022
Q3 | $12.4M | Buy |
30,964
+986
| +3% | +$396K | 6.3% | 4 |
|
|
2022
Q2 | $12.4M | Buy |
29,978
+752
| +3% | +$311K | 6.27% | 4 |
|
|
2022
Q1 | $14.3M | Buy |
29,226
+1,161
| +4% | +$569K | 6.33% | 4 |
|
|
2021
Q4 | $14.5M | Buy |
28,065
+345
| +1% | +$179K | 6.16% | 4 |
|
|
2021
Q3 | $13.3M | Buy |
27,720
+400
| +1% | +$192K | 6.11% | 5 |
|
|
2021
Q2 | $13.4M | Buy |
27,320
+124
| +0.5% | +$60.9K | 6.39% | 5 |
|
|
2021
Q1 | $12.9M | Sell |
27,196
-13
| -0% | -$6.19K | 7.08% | 4 |
|
|
2020
Q4 | $11.4M | Buy |
27,209
+214
| +0.8% | +$89.9K | 7.08% | 4 |
|
|
2020
Q3 | $9.15M | Sell |
26,995
-352
| -1% | -$119K | 6.47% | 5 |
|
|
2020
Q2 | $8.87M | Buy |
27,347
+4,837
| +21% | +$1.57M | 7.01% | 4 |
|
|
2020
Q1 | $5.92M | Sell |
22,510
-4,411
| -16% | -$1.16M | 5.85% | 5 |
|
|
2019
Q4 | $10.1M | Buy |
26,921
+1,490
| +6% | +$559K | 8.34% | 4 |
|
|
2019
Q3 | $8.96M | Buy |
+25,431
| New | +$8.96M | 8.35% | 4 |
|