Independent Advisor Alliance’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $642K | Hold |
|
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|
2024
Q1 | $668K | Hold |
|
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|
2023
Q4 | $609K | Hold |
|
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|
2023
Q3 | $548K | Hold |
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|
2023
Q2 | $575K | Hold |
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|
2023
Q1 | $550K | Hold |
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|
2022
Q4 | $531K | Hold |
|
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|
2022
Q3 | $482K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.39M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $88K | Buy |
|
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $8.68M | Buy |
|