Jones Financial Companies’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 | $4.86M | Buy |
8,577
+1,709
| +25% | +$968K | ﹤0.01% | 505 |
|
|
2025
Q1 | $3.66M | Buy |
6,868
+1,515
| +28% | +$806K | ﹤0.01% | 500 |
|
|
2024
Q4 | $3.05M | Buy |
5,353
+2,940
| +122% | +$1.67M | ﹤0.01% | 460 |
|
|
2024
Q3 | $1.37M | Buy |
2,413
+1,540
| +176% | +$877K | ﹤0.01% | 528 |
|
|
2024
Q2 | $467K | Buy |
873
+711
| +439% | +$380K | ﹤0.01% | 578 |
|
|
2024
Q1 | $90.4K | Buy |
162
+49
| +43% | +$27.3K | ﹤0.01% | 617 |
|
|
2023
Q4 | $57.5K | Buy |
113
+5
| +5% | +$2.55K | ﹤0.01% | 453 |
|
|
2023
Q3 | $49.3K | Hold |
108
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $51.7K | Hold |
108
| – | – | ﹤0.01% | 361 |
|
|
2023
Q1 | $49.5K | Hold |
108
| – | – | ﹤0.01% | 356 |
|
|
2022
Q4 | $48K | Sell |
108
-40
| -27% | -$17.8K | ﹤0.01% | 352 |
|
|
2022
Q3 | $59K | Buy |
+148
| New | +$59K | ﹤0.01% | 321 |
|
|
2013
Q4 | – | Sell |
-775
| Closed | -$175K | – | 419 |
|
|
2013
Q3 | $175K | Sell |
775
-600
| -44% | -$135K | ﹤0.01% | 209 |
|
|
2013
Q2 | $289K | Buy |
+1,375
| New | +$289K | ﹤0.01% | 195 |
|