KFP
KMG Fiduciary Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
7,616
-303
| -4% | -$172K | 0.32% | 73 |
|
|
2025
Q1 | $4.22M | Sell |
7,919
-166
| -2% | -$88.6K | 0.35% | 71 |
|
|
2024
Q4 | $4.6M | Sell |
8,085
-181
| -2% | -$103K | 0.38% | 67 |
|
|
2024
Q3 | $4.71M | Sell |
8,266
-361
| -4% | -$206K | 0.41% | 62 |
|
|
2024
Q2 | $4.62M | Sell |
8,627
-47
| -0.5% | -$25.1K | 0.45% | 54 |
|
|
2024
Q1 | $4.83M | Sell |
8,674
-55
| -0.6% | -$30.6K | 0.5% | 54 |
|
|
2023
Q4 | $4.43M | Sell |
8,729
-112
| -1% | -$56.8K | 0.52% | 52 |
|
|
2023
Q3 | $4.04M | Sell |
8,841
-223
| -2% | -$102K | 0.53% | 47 |
|
|
2023
Q2 | $4.34M | Sell |
9,064
-1,137
| -11% | -$545K | 0.56% | 48 |
|
|
2023
Q1 | $4.68M | Sell |
10,201
-459
| -4% | -$210K | 0.67% | 41 |
|
|
2022
Q4 | $4.72M | Sell |
10,660
-712
| -6% | -$315K | 0.78% | 36 |
|
|
2022
Q3 | $4.57M | Sell |
11,372
-5,369
| -32% | -$2.16M | 0.88% | 34 |
|
|
2022
Q2 | $6.92M | Sell |
16,741
-1,318
| -7% | -$545K | 1.29% | 15 |
|
|
2022
Q1 | $8.86M | Sell |
18,059
-1,872
| -9% | -$918K | 1.42% | 11 |
|
|
2021
Q4 | $10.3M | Sell |
19,931
-1,534
| -7% | -$794K | 1.6% | 9 |
|
|
2021
Q3 | $10.3M | Sell |
21,465
-1,898
| -8% | -$913K | 1.76% | 9 |
|
|
2021
Q2 | $11.5M | Buy |
23,363
+358
| +2% | +$176K | 2.02% | 7 |
|
|
2021
Q1 | $11M | Buy |
23,005
+391
| +2% | +$186K | 2.14% | 7 |
|
|
2020
Q4 | $9.49M | Buy |
22,614
+638
| +3% | +$268K | 2% | 9 |
|
|
2020
Q3 | $7.45M | Sell |
21,976
-592
| -3% | -$201K | 1.85% | 10 |
|
|
2020
Q2 | $7.32M | Sell |
22,568
-485
| -2% | -$157K | 2.03% | 9 |
|
|
2020
Q1 | $6.06M | Sell |
23,053
-3,095
| -12% | -$814K | 1.97% | 15 |
|
|
2019
Q4 | $9.82M | Buy |
26,148
+805
| +3% | +$302K | 2.99% | 5 |
|
|
2019
Q3 | $8.93M | Buy |
25,343
+366
| +1% | +$129K | 3.03% | 7 |
|
|
2019
Q2 | $8.86M | Buy |
24,977
+306
| +1% | +$109K | 3.2% | 6 |
|
|
2019
Q1 | $8.52M | Buy |
24,671
+743
| +3% | +$257K | 3.24% | 5 |
|
|
2018
Q4 | $7.24M | Buy |
+23,928
| New | +$7.24M | 3.29% | 8 |
|