IFG Advisory’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 | $2.7M | Sell |
4,768
-49
| -1% | -$27.8K | 0.14% | 185 |
|
2025
Q1 | $2.57M | Sell |
4,817
-67
| -1% | -$35.7K | 0.14% | 183 |
|
2024
Q4 | $2.78M | Sell |
4,884
-92
| -2% | -$52.4K | 0.16% | 156 |
|
2024
Q3 | $2.84M | Sell |
4,976
-100
| -2% | -$57K | 0.18% | 155 |
|
2024
Q2 | $2.72M | Sell |
5,076
-358
| -7% | -$192K | 0.17% | 148 |
|
2024
Q1 | $3.02M | Sell |
5,434
-95
| -2% | -$52.9K | 0.23% | 128 |
|
2023
Q4 | $2.81M | Sell |
5,529
-37
| -0.7% | -$18.8K | 0.21% | 131 |
|
2023
Q3 | $2.54M | Sell |
5,566
-115
| -2% | -$52.5K | 0.21% | 124 |
|
2023
Q2 | $2.72M | Sell |
5,681
-74
| -1% | -$35.4K | 0.24% | 123 |
|
2023
Q1 | $2.64M | Sell |
5,755
-423
| -7% | -$194K | 0.25% | 98 |
|
2022
Q4 | $2.74M | Sell |
6,178
-31,789
| -84% | -$14.1M | 0.27% | 90 |
|
2022
Q3 | $15.2M | Buy |
37,967
+31,288
| +468% | +$12.6M | 1.39% | 14 |
|
2022
Q2 | $2.76M | Sell |
6,679
-113
| -2% | -$46.7K | 0.29% | 76 |
|
2022
Q1 | $3.33M | Sell |
6,792
-1,310
| -16% | -$642K | 0.34% | 68 |
|
2021
Q4 | $4.19M | Sell |
8,102
-300
| -4% | -$155K | 0.41% | 50 |
|
2021
Q3 | $4.04M | Sell |
8,402
-477
| -5% | -$229K | 0.44% | 46 |
|
2021
Q2 | $4.36M | Sell |
8,879
-488
| -5% | -$240K | 0.48% | 42 |
|
2021
Q1 | $4.46M | Sell |
9,367
-398
| -4% | -$189K | 0.56% | 36 |
|
2020
Q4 | $4.1M | Sell |
9,765
-128
| -1% | -$53.7K | 0.57% | 39 |
|
2020
Q3 | $3.35M | Sell |
9,893
-158
| -2% | -$53.5K | 0.54% | 40 |
|
2020
Q2 | $3.26M | Sell |
10,051
-598
| -6% | -$194K | 0.59% | 39 |
|
2020
Q1 | $2.8M | Buy |
10,649
+253
| +2% | +$66.5K | 0.62% | 36 |
|
2019
Q4 | $3.9M | Buy |
10,396
+332
| +3% | +$125K | 0.71% | 27 |
|
2019
Q3 | $3.55M | Sell |
10,064
-37,476
| -79% | -$13.2M | 0.69% | 29 |
|
2019
Q2 | $12.1M | Buy |
47,540
+1,486
| +3% | +$379K | 2.15% | 6 |
|
2019
Q1 | $11.1M | Buy |
46,054
+3,245
| +8% | +$782K | 2.12% | 7 |
|
2018
Q4 | $9.03M | Sell |
42,809
-22,389
| -34% | -$4.72M | 2.13% | 7 |
|
2018
Q3 | $11.4M | Buy |
65,198
+1,004
| +2% | +$175K | 2.14% | 7 |
|
2018
Q2 | $10.7M | Buy |
64,194
+18,093
| +39% | +$3.02M | 2.2% | 7 |
|
2018
Q1 | $9.29M | Buy |
46,101
+6,392
| +16% | +$1.29M | 2.06% | 7 |
|
2017
Q4 | $8.14M | Buy |
+39,709
| New | +$8.14M | 1.83% | 9 |
|