IAA
Independent Advisor Alliance’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
Q1 | – | Sell |
-2,016
| Closed | -$1.15M | – | 1149 |
|
|
2024
Q4 | $1.15M | Buy |
+2,016
| New | +$1.15M | 0.02% | 692 |
|
|
2024
Q3 | – | Sell |
-1,200
| Closed | -$642K | – | 743 |
|
|
2024
Q2 | $642K | Hold |
1,200
| – | – | 0.02% | 405 |
|
|
2024
Q1 | $668K | Hold |
1,200
| – | – | 0.02% | 396 |
|
|
2023
Q4 | $609K | Hold |
1,200
| – | – | 0.02% | 401 |
|
|
2023
Q3 | $548K | Hold |
1,200
| – | – | 0.02% | 396 |
|
|
2023
Q2 | $575K | Hold |
1,200
| – | – | 0.03% | 403 |
|
|
2023
Q1 | $550K | Hold |
1,200
| – | – | 0.03% | 401 |
|
|
2022
Q4 | $531K | Hold |
1,200
| – | – | 0.18% | 74 |
|
|
2022
Q3 | $482K | Buy |
+1,200
| New | +$482K | 0.03% | 382 |
|
|
2020
Q1 | – | Sell |
-3,707
| Closed | -$1.39M | – | 663 |
|
|
2019
Q4 | $1.39M | Buy |
+3,707
| New | +$1.39M | 0.06% | 301 |
|
|
2019
Q1 | – | Sell |
-21,246
| Closed | -$88K | – | 450 |
|
|
2018
Q4 | $88K | Buy |
+21,246
| New | +$88K | 0.02% | 384 |
|
|
2017
Q2 | – | Sell |
-28,185
| Closed | -$8.68M | – | 337 |
|
|
2017
Q1 | $8.68M | Buy |
+28,185
| New | +$8.68M | 1.38% | 11 |
|