Institute for Wealth Management’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 | $444K | Sell |
783
-49
| -6% | -$27.8K | 0.05% | 337 |
|
|
2025
Q1 | $444K | Buy |
832
+192
| +30% | +$102K | 0.06% | 318 |
|
|
2024
Q4 | $365K | Sell |
640
-400
| -38% | -$228K | 0.05% | 360 |
|
|
2024
Q3 | $592K | Buy |
1,040
+1
| +0.1% | +$570 | 0.07% | 265 |
|
|
2024
Q2 | $556K | Sell |
1,039
-346
| -25% | -$185K | 0.07% | 258 |
|
|
2024
Q1 | $771K | Sell |
1,385
-49
| -3% | -$27.3K | 0.1% | 209 |
|
|
2023
Q4 | $728K | Hold |
1,434
| – | – | 0.12% | 203 |
|
|
2023
Q3 | $655K | Sell |
1,434
-149
| -9% | -$68K | 0.12% | 203 |
|
|
2023
Q2 | $758K | Buy |
1,583
+54
| +4% | +$25.9K | 0.13% | 186 |
|
|
2023
Q1 | $701K | Buy |
1,529
+29
| +2% | +$13.3K | 0.13% | 188 |
|
|
2022
Q4 | $664K | Buy |
1,500
+21
| +1% | +$9.3K | 0.14% | 196 |
|
|
2022
Q3 | $594K | Buy |
1,479
+1
| +0.1% | +$402 | 0.13% | 202 |
|
|
2022
Q2 | $611K | Hold |
1,478
| – | – | 0.12% | 220 |
|
|
2022
Q1 | $725K | Sell |
1,478
-175
| -11% | -$85.8K | 0.12% | 213 |
|
|
2021
Q4 | $856K | Buy |
1,653
+204
| +14% | +$106K | 0.14% | 183 |
|
|
2021
Q3 | $697K | Hold |
1,449
| – | – | 0.12% | 206 |
|
|
2021
Q2 | $711K | Hold |
1,449
| – | – | 0.12% | 198 |
|
|
2021
Q1 | $690K | Buy |
1,449
+1
| +0.1% | +$476 | 0.13% | 198 |
|
|
2020
Q4 | $608K | Buy |
1,448
+170
| +13% | +$71.4K | 0.12% | 203 |
|
|
2020
Q3 | $433K | Sell |
1,278
-16
| -1% | -$5.42K | 0.1% | 251 |
|
|
2020
Q2 | $420K | Buy |
1,294
+87
| +7% | +$28.2K | 0.1% | 269 |
|
|
2020
Q1 | $317K | Buy |
1,207
+25
| +2% | +$6.57K | 0.1% | 265 |
|
|
2019
Q4 | $444K | Hold |
1,182
| – | – | 0.1% | 279 |
|
|
2019
Q3 | $417K | Buy |
1,182
+506
| +75% | +$179K | 0.11% | 269 |
|
|
2019
Q2 | $240K | Sell |
676
-594
| -47% | -$211K | 0.05% | 399 |
|
|
2019
Q1 | $439K | Sell |
1,270
-16
| -1% | -$5.53K | 0.1% | 266 |
|
|
2018
Q4 | $389K | Buy |
+1,286
| New | +$389K | 0.16% | 175 |
|