Institute for Wealth Management’s 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
Q3 | $467K | Buy |
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|
2025
Q2 | $444K | Sell |
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|
2025
Q1 | $444K | Buy |
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|
2024
Q4 | $365K | Sell |
|
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|
2024
Q3 | $592K | Buy |
|
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $771K | Sell |
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|
2023
Q4 | $728K | Hold |
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|
2023
Q3 | $655K | Sell |
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|
2023
Q2 | $758K | Buy |
|
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $664K | Buy |
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|
2022
Q3 | $594K | Buy |
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|
2022
Q2 | $611K | Hold |
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|
2022
Q1 | $725K | Sell |
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|
2021
Q4 | $856K | Buy |
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|
2021
Q3 | $697K | Hold |
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|
2021
Q2 | $711K | Hold |
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|
2021
Q1 | $690K | Buy |
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|
2020
Q4 | $608K | Buy |
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|
2020
Q3 | $433K | Sell |
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|
2020
Q2 | $420K | Buy |
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|
2020
Q1 | $317K | Buy |
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|
2019
Q4 | $444K | Hold |
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|
2019
Q3 | $417K | Buy |
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|
2019
Q2 | $240K | Sell |
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|
2019
Q1 | $439K | Sell |
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|
2018
Q4 | $389K | Buy |
|