LNWWM
Laird Norton Wetherby Wealth Management’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 | $4.32M | Buy |
+7,630
| New | +$4.32M | 0.19% | 97 |
|
|
2024
Q4 | $4.44M | Sell |
7,793
-18
| -0.2% | -$10.3K | 0.21% | 78 |
|
|
2024
Q3 | $4.45M | Buy |
7,811
+15
| +0.2% | +$8.55K | 0.2% | 84 |
|
|
2024
Q2 | $4.17M | Sell |
7,796
-27
| -0.3% | -$14.4K | 0.2% | 84 |
|
|
2024
Q1 | $4.35M | Hold |
7,823
| – | – | 0.21% | 79 |
|
|
2023
Q4 | $3.97M | Buy |
7,823
+559
| +8% | +$284K | 0.21% | 85 |
|
|
2023
Q3 | $3.32M | Hold |
7,264
| – | – | 0.19% | 101 |
|
|
2023
Q2 | $3.48M | Sell |
7,264
-120
| -2% | -$57.5K | 0.19% | 100 |
|
|
2023
Q1 | $3.38M | Sell |
7,384
-10
| -0.1% | -$4.58K | 0.2% | 101 |
|
|
2022
Q4 | $3.27M | Sell |
7,394
-119
| -2% | -$52.7K | 0.21% | 99 |
|
|
2022
Q3 | $3.02M | Hold |
7,513
| – | – | 0.21% | 88 |
|
|
2022
Q2 | $3.11M | Hold |
7,513
| – | – | 0.21% | 89 |
|
|
2022
Q1 | $3.69M | Sell |
7,513
-20
| -0.3% | -$9.81K | 0.21% | 89 |
|
|
2021
Q4 | $3.9M | Sell |
7,533
-18
| -0.2% | -$9.32K | 0.22% | 84 |
|
|
2021
Q3 | $3.63M | Sell |
7,551
-40
| -0.5% | -$19.2K | 0.22% | 79 |
|
|
2021
Q2 | $3.73M | Buy |
7,591
+224
| +3% | +$110K | 0.23% | 80 |
|
|
2021
Q1 | $3.51M | Sell |
7,367
-172
| -2% | -$81.9K | 0.27% | 72 |
|
|
2020
Q4 | $3.17M | Sell |
7,539
-5
| -0.1% | -$2.1K | 0.21% | 86 |
|
|
2020
Q3 | $2.56M | Buy |
7,544
+800
| +12% | +$271K | 0.23% | 89 |
|
|
2020
Q2 | $2.19M | Hold |
6,744
| – | – | 0.21% | 100 |
|
|
2020
Q1 | $1.77M | Sell |
6,744
-403
| -6% | -$106K | 0.2% | 105 |
|
|
2019
Q4 | $2.68M | Sell |
7,147
-59
| -0.8% | -$22.1K | 0.26% | 82 |
|
|
2019
Q3 | $2.54M | Sell |
7,206
-820
| -10% | -$289K | 0.27% | 84 |
|
|
2019
Q2 | $2.85M | Sell |
8,026
-29
| -0.4% | -$10.3K | 0.31% | 73 |
|
|
2019
Q1 | $2.78M | Sell |
8,055
-194
| -2% | -$67K | 0.35% | 61 |
|
|
2018
Q4 | $2.5M | Sell |
8,249
-33
| -0.4% | -$9.99K | 0.35% | 61 |
|
|
2018
Q3 | $3.04M | Buy |
8,282
+1,100
| +15% | +$404K | 0.38% | 57 |
|
|
2018
Q2 | $2.55M | Hold |
7,182
| – | – | 0.35% | 66 |
|
|
2018
Q1 | $2.45M | Buy |
7,182
+108
| +2% | +$36.9K | 0.34% | 66 |
|
|
2017
Q4 | $2.44M | Sell |
7,074
-28
| -0.4% | -$9.67K | 0.34% | 62 |
|
|
2017
Q3 | $2.32M | Hold |
7,102
| – | – | 0.34% | 62 |
|
|
2017
Q2 | $2.26M | Hold |
7,102
| – | – | 0.38% | 52 |
|
|
2017
Q1 | $2.22M | Sell |
7,102
-12
| -0.2% | -$3.75K | 0.4% | 48 |
|
|
2016
Q4 | $2.15M | Sell |
7,114
-146
| -2% | -$44.1K | 0.42% | 47 |
|
|
2016
Q3 | $2.05M | Sell |
7,260
-138
| -2% | -$38.9K | 0.41% | 48 |
|
|
2016
Q2 | $2.01M | Sell |
7,398
-21
| -0.3% | -$5.72K | 0.45% | 47 |
|
|
2016
Q1 | $1.95M | Sell |
7,419
-73
| -1% | -$19.2K | 0.46% | 43 |
|
|
2015
Q4 | $1.9M | Sell |
7,492
-506
| -6% | -$129K | 0.46% | 48 |
|
|
2015
Q3 | $1.99M | Buy |
7,998
+87
| +1% | +$21.7K | 0.51% | 41 |
|
|
2015
Q2 | $2.16M | Buy |
7,911
+715
| +10% | +$195K | 0.52% | 34 |
|
|
2015
Q1 | $2M | Sell |
7,196
-54
| -0.7% | -$15K | 0.49% | 37 |
|
|
2014
Q4 | $1.91M | Sell |
7,250
-136
| -2% | -$35.9K | 0.48% | 41 |
|
|
2014
Q3 | $1.84M | Hold |
7,386
| – | – | 0.51% | 35 |
|
|
2014
Q2 | $1.92M | Hold |
7,386
| – | – | 0.54% | 31 |
|
|
2014
Q1 | $1.85M | Sell |
7,386
-185
| -2% | -$46.4K | 0.53% | 33 |
|
|
2013
Q4 | $1.85M | Sell |
7,571
-322
| -4% | -$78.6K | 0.53% | 36 |
|
|
2013
Q3 | $1.79M | Hold |
7,893
| – | – | 0.56% | 33 |
|
|
2013
Q2 | $1.66M | Buy |
+7,893
| New | +$1.66M | 0.58% | 32 |
|