JSF Financial’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 | $293K | Hold |
518
| – | – | 0.07% | 101 |
|
|
2025
Q1 | $276K | Buy |
518
+1
| +0.2% | +$533 | 0.07% | 101 |
|
|
2024
Q4 | $295K | Hold |
517
| – | – | 0.08% | 103 |
|
|
2024
Q3 | $294K | Buy |
517
+1
| +0.2% | +$569 | 0.09% | 94 |
|
|
2024
Q2 | $276K | Hold |
516
| – | – | 0.08% | 96 |
|
|
2024
Q1 | $287K | Buy |
516
+1
| +0.2% | +$556 | 0.09% | 93 |
|
|
2023
Q4 | $262K | Hold |
515
| – | – | 0.09% | 92 |
|
|
2023
Q3 | $235K | Sell |
515
-40
| -7% | -$18.3K | 0.09% | 93 |
|
|
2023
Q2 | $266K | Buy |
555
+1
| +0.2% | +$479 | 0.09% | 87 |
|
|
2023
Q1 | $254K | Buy |
+554
| New | +$254K | 0.1% | 99 |
|
|
2022
Q2 | – | Sell |
-656
| Closed | -$322K | – | 111 |
|
|
2022
Q1 | $322K | Buy |
656
+6
| +0.9% | +$2.95K | 0.14% | 79 |
|
|
2021
Q4 | $336K | Hold |
650
| – | – | 0.16% | 72 |
|
|
2021
Q3 | $313K | Hold |
650
| – | – | 0.16% | 80 |
|
|
2021
Q2 | $319K | Sell |
650
-10
| -2% | -$4.91K | 0.19% | 68 |
|
|
2021
Q1 | $314K | Hold |
660
| – | – | 0.2% | 54 |
|
|
2020
Q4 | $277K | Hold |
660
| – | – | 0.19% | 58 |
|
|
2020
Q3 | $224K | Hold |
660
| – | – | 0.18% | 64 |
|
|
2020
Q2 | $214K | Sell |
660
-150
| -19% | -$48.6K | 0.19% | 58 |
|
|
2020
Q1 | $213K | Hold |
810
| – | – | 0.22% | 54 |
|
|
2019
Q4 | $304K | Hold |
810
| – | – | 0.3% | 45 |
|
|
2019
Q3 | $286K | Hold |
810
| – | – | 0.31% | 44 |
|
|
2019
Q2 | $287K | Buy |
+810
| New | +$287K | 0.31% | 46 |
|