IA
IFP 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 | $750K | Buy |
1,324
+415
| +46% | +$235K | 0.02% | 676 |
|
|
2025
Q1 | $485K | Buy |
909
+48
| +6% | +$25.6K | 0.01% | 785 |
|
|
2024
Q4 | $490K | Sell |
861
-5,448
| -86% | -$3.1M | 0.02% | 744 |
|
|
2024
Q3 | $3.59M | Sell |
6,309
-597
| -9% | -$340K | 0.13% | 166 |
|
|
2024
Q2 | $3.7M | Sell |
6,906
-197
| -3% | -$105K | 0.15% | 142 |
|
|
2024
Q1 | $3.95M | Buy |
7,103
+6,591
| +1,287% | +$3.67M | 0.17% | 124 |
|
|
2023
Q4 | $260K | Sell |
512
-108
| -17% | -$54.8K | 0.01% | 844 |
|
|
2023
Q3 | $283K | Buy |
620
+6
| +1% | +$2.74K | 0.01% | 809 |
|
|
2023
Q2 | $294K | Sell |
614
-750
| -55% | -$359K | 0.01% | 848 |
|
|
2023
Q1 | $242K | Sell |
1,364
-2,282
| -63% | -$405K | 0.01% | 871 |
|
|
2022
Q4 | $663K | Buy |
3,646
+9
| +0.2% | +$1.64K | 0.02% | 777 |
|
|
2022
Q3 | $669K | Buy |
3,637
+340
| +10% | +$62.5K | 0.02% | 789 |
|
|
2022
Q2 | $601K | Hold |
3,297
| – | – | 0.02% | 763 |
|
|
2022
Q1 | $601K | Buy |
3,297
+208
| +7% | +$37.9K | 0.02% | 763 |
|
|
2021
Q4 | $1.6M | Sell |
3,089
-13,275
| -81% | -$6.89M | 0.03% | 302 |
|
|
2021
Q3 | $7.83M | Sell |
16,364
-4,983
| -23% | -$2.39M | 0.16% | 73 |
|
|
2021
Q2 | $10.4M | Buy |
21,347
+3,014
| +16% | +$1.47M | 0.22% | 52 |
|
|
2021
Q1 | $8.71M | Buy |
18,333
+14,633
| +395% | +$6.96M | 0.17% | 56 |
|
|
2020
Q4 | $1.56M | Buy |
3,700
+1,299
| +54% | +$546K | 0.06% | 253 |
|
|
2020
Q3 | $813K | Sell |
2,401
-928
| -28% | -$314K | 0.05% | 330 |
|
|
2020
Q2 | $1.07M | Sell |
3,329
-2,062
| -38% | -$664K | 0.09% | 246 |
|
|
2020
Q1 | $1.44M | Sell |
5,391
-207
| -4% | -$55.2K | 0.15% | 159 |
|
|
2019
Q4 | $2.11M | Sell |
5,598
-59
| -1% | -$22.2K | 0.16% | 158 |
|
|
2019
Q3 | $1.97M | Buy |
+5,657
| New | +$1.97M | 0.13% | 170 |
|
|
2019
Q1 | $1.13M | Sell |
3,260
-6,726
| -67% | -$2.32M | 0.15% | 142 |
|
|
2018
Q4 | $2.99M | Sell |
9,986
-1,372
| -12% | -$411K | 0.18% | 131 |
|
|
2018
Q3 | $4.17M | Sell |
11,358
-149
| -1% | -$54.8K | 0.17% | 137 |
|
|
2018
Q2 | $4.09M | Sell |
11,507
-441
| -4% | -$157K | 0.17% | 137 |
|
|
2018
Q1 | $4.13M | Hold |
11,948
| – | – | 0.19% | 123 |
|
|
2017
Q4 | $4.13M | Sell |
11,948
-5,158
| -30% | -$1.78M | 0.19% | 123 |
|
|
2017
Q3 | $5.58M | Sell |
17,106
-1,252
| -7% | -$409K | 0.22% | 100 |
|
|
2017
Q2 | $5.83M | Sell |
18,358
-6,841
| -27% | -$2.17M | 0.25% | 86 |
|
|
2017
Q1 | $7.87M | Sell |
25,199
-1,355
| -5% | -$423K | 0.34% | 57 |
|
|
2016
Q4 | $8.01M | Sell |
26,554
-714
| -3% | -$215K | 0.39% | 50 |
|
|
2016
Q3 | $7.7M | Buy |
27,268
+10,614
| +64% | +$3M | 0.4% | 50 |
|
|
2016
Q2 | $4.53M | Buy |
16,654
+13,394
| +411% | +$3.65M | 0.25% | 85 |
|
|
2016
Q1 | $1.13M | Sell |
3,260
-26,361
| -89% | -$9.11M | 0.15% | 142 |
|
|
2015
Q4 | $7.53M | Buy |
+29,621
| New | +$7.53M | 0.51% | 38 |
|