Investment 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 | $261K | Hold |
460
| – | – | 0.09% | 104 |
|
|
2025
Q1 | $245K | Hold |
460
| – | – | 0.09% | 103 |
|
|
2024
Q4 | $262K | Hold |
460
| – | – | 0.09% | 100 |
|
|
2024
Q3 | $262K | Hold |
460
| – | – | 0.09% | 104 |
|
|
2024
Q2 | $246K | Hold |
460
| – | – | 0.09% | 104 |
|
|
2024
Q1 | $256K | Hold |
460
| – | – | 0.09% | 106 |
|
|
2023
Q4 | $233K | Hold |
460
| – | – | 0.09% | 104 |
|
|
2023
Q3 | $210K | Hold |
460
| – | – | 0.09% | 104 |
|
|
2023
Q2 | $220K | Hold |
460
| – | – | 0.09% | 99 |
|
|
2023
Q1 | $211K | Hold |
460
| – | – | 0.1% | 95 |
|
|
2022
Q4 | $204K | Buy |
+460
| New | +$204K | 0.1% | 95 |
|
|
2022
Q3 | – | Sell |
-497
| Closed | -$206K | – | 94 |
|
|
2022
Q2 | $206K | Sell |
497
-13
| -3% | -$5.39K | 0.12% | 94 |
|
|
2022
Q1 | $250K | Hold |
510
| – | – | 0.14% | 92 |
|
|
2021
Q4 | $264K | Hold |
510
| – | – | 0.14% | 86 |
|
|
2021
Q3 | $245K | Hold |
510
| – | – | 0.15% | 88 |
|
|
2021
Q2 | $250K | Buy |
+510
| New | +$250K | 0.15% | 85 |
|
|
2020
Q4 | $214K | Buy |
+510
| New | +$214K | 0.15% | 85 |
|