JNBA Financial Advisors’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 | $551K | Sell |
|
|||||
|
2025
Q2 | $529K | Sell |
|
|||||
|
2025
Q1 | $503K | Sell |
|
|||||
|
2024
Q4 | $550K | Sell |
|
|||||
|
2024
Q3 | $553K | Sell |
|
|||||
|
2024
Q2 | $537K | Sell |
|
|||||
|
2024
Q1 | $577K | Sell |
|
|||||
|
2023
Q4 | $537K | Hold |
|
|||||
|
2023
Q3 | $484K | Sell |
|
|||||
|
2023
Q2 | $509K | Hold |
|
|||||
|
2023
Q1 | $487K | Sell |
|
|||||
|
2022
Q4 | $477K | Hold |
|
|||||
|
2022
Q3 | $433K | Hold |
|
|||||
|
2022
Q2 | $445K | Hold |
|
|||||
|
2022
Q1 | $528K | Sell |
|
|||||
|
2021
Q4 | $608K | Hold |
|
|||||
|
2021
Q3 | $565K | Hold |
|
|||||
|
2021
Q2 | $577K | Hold |
|
|||||
|
2021
Q1 | $559K | Hold |
|
|||||
|
2020
Q4 | $493K | Buy |
|
|||||
|
2020
Q3 | $236K | Sell |
|
|||||
|
2020
Q2 | $231K | Sell |
|
|||||
|
2020
Q1 | $202K | Buy |
|
|||||
|
2019
Q4 | $282K | Sell |
|
|||||
|
2019
Q3 | $293K | Sell |
|
|||||
|
2019
Q2 | $300K | Hold |
|
|||||
|
2019
Q1 | $292K | Buy |
|
|||||
|
2018
Q4 | $165K | Sell |
|
|||||
|
2018
Q3 | $613K | Buy |
|
|||||
|
2018
Q2 | $194K | Hold |
|
|||||
|
2018
Q1 | $187K | Hold |
|
|||||
|
2017
Q4 | $189K | Hold |
|
|||||
|
2017
Q3 | $178K | Hold |
|
|||||
|
2017
Q2 | $173K | Hold |
|
|||||
|
2017
Q1 | $171K | Sell |
|
|||||
|
2016
Q4 | $180K | Buy |
|
|||||
|
2016
Q3 | $70K | Sell |
|
|||||
|
2016
Q2 | $162K | Hold |
|
|||||
|
2016
Q1 | $157K | Buy |
|
|||||
|
2015
Q4 | $75K | Hold |
|
|||||
|
2015
Q3 | $74K | Hold |
|
|||||
|
2015
Q2 | $81K | Hold |
|
|||||
|
2015
Q1 | $82K | Hold |
|
|||||
|
2014
Q4 | $78K | Hold |
|
|||||
|
2014
Q3 | $74K | Hold |
|
|||||
|
2014
Q2 | $77K | Hold |
|
|||||
|
2014
Q1 | $74K | Hold |
|
|||||
|
2013
Q4 | $73K | Hold |
|
|||||
|
2013
Q3 | $67K | Hold |
|
|||||
|
2013
Q2 | $62K | Buy |
|