Insigneo Advisory Services’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 | $937K | Sell |
1,654
-1,401
| -46% | -$794K | 0.08% | 197 |
|
|
2025
Q1 | $1.63M | Sell |
3,055
-1,594
| -34% | -$850K | 0.17% | 118 |
|
|
2024
Q4 | $2.65M | Buy |
4,649
+95
| +2% | +$54.1K | 0.27% | 70 |
|
|
2024
Q3 | $2.59M | Sell |
4,554
-58
| -1% | -$33K | 0.26% | 75 |
|
|
2024
Q2 | $2.42M | Sell |
4,612
-1,566
| -25% | -$820K | 0.27% | 73 |
|
|
2024
Q1 | $3.44M | Sell |
6,178
-1,697
| -22% | -$946K | 0.41% | 43 |
|
|
2023
Q4 | $4.01M | Buy |
7,875
+658
| +9% | +$335K | 0.56% | 31 |
|
|
2023
Q3 | $3.31M | Sell |
7,217
-255
| -3% | -$117K | 0.67% | 24 |
|
|
2023
Q2 | $3.59M | Buy |
7,472
+273
| +4% | +$131K | 0.69% | 21 |
|
|
2023
Q1 | $3.31M | Buy |
7,199
+1,385
| +24% | +$637K | 1.05% | 14 |
|
|
2022
Q4 | $2.59M | Buy |
+5,814
| New | +$2.59M | 0.98% | 14 |
|