Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.4M | Hold |
4,196
| – | – | 0.11% | 115 |
|
|
2024
Q3 | $2.4M | Hold |
4,196
| – | – | 0.11% | 104 |
|
|
2024
Q2 | $2.25M | Buy |
4,196
+300
| +8% | +$161K | 0.11% | 120 |
|
|
2024
Q1 | $2.17M | Buy |
3,896
+500
| +15% | +$279K | 0.1% | 134 |
|
|
2023
Q4 | $1.73M | Buy |
+3,396
| New | +$1.73M | 0.09% | 153 |
|
|
2021
Q3 | – | Sell |
-538
| Closed | -$269K | – | 350 |
|
|
2021
Q2 | $269K | Hold |
538
| – | – | 0.02% | 265 |
|
|
2021
Q1 | $256K | Hold |
538
| – | – | 0.02% | 261 |
|
|
2020
Q4 | $226K | Buy |
+538
| New | +$226K | 0.02% | 274 |
|
|
2020
Q1 | – | Sell |
-538
| Closed | -$202K | – | 270 |
|
|
2019
Q4 | $202K | Buy |
+538
| New | +$202K | 0.02% | 239 |
|
|
2019
Q1 | – | Sell |
-2,388
| Closed | -$723K | – | 235 |
|
|
2018
Q4 | $723K | Hold |
2,388
| – | – | 0.09% | 68 |
|
|
2018
Q3 | $877K | Hold |
2,388
| – | – | 0.1% | 58 |
|
|
2018
Q2 | $848K | Hold |
2,388
| – | – | 0.08% | 97 |
|
|
2018
Q1 | $816K | Hold |
2,388
| – | – | 0.09% | 83 |
|
|
2017
Q4 | $825K | Buy |
+2,388
| New | +$825K | 0.09% | 88 |
|