LA
Legacy Advisors’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 | – | Sell |
-17,082
| Closed | -$9.11M | – | 247 |
|
|
2025
Q1 | $9.11M | Buy |
17,082
+10
| +0.1% | +$5.34K | 0.94% | 18 |
|
|
2024
Q4 | $9.72M | Buy |
17,072
+7
| +0% | +$3.99K | 0.94% | 19 |
|
|
2024
Q3 | $9.72M | Buy |
17,065
+9
| +0.1% | +$5.13K | 1.05% | 19 |
|
|
2024
Q2 | $9.13M | Sell |
17,056
-20
| -0.1% | -$10.7K | 1.11% | 17 |
|
|
2024
Q1 | $9.5M | Sell |
17,076
-371
| -2% | -$206K | 1.2% | 18 |
|
|
2023
Q4 | $8.85M | Buy |
17,447
+517
| +3% | +$262K | 1.14% | 16 |
|
|
2023
Q3 | $7.73M | Buy |
16,930
+336
| +2% | +$153K | 1.25% | 15 |
|
|
2023
Q2 | $7.95M | Buy |
16,594
+7
| +0% | +$3.35K | 1.18% | 12 |
|
|
2023
Q1 | $7.6M | Sell |
16,587
-961
| -5% | -$441K | 1.4% | 10 |
|
|
2022
Q4 | $7.77M | Buy |
17,548
+1,653
| +10% | +$732K | 1.42% | 9 |
|
|
2022
Q3 | $6.38M | Buy |
15,895
+8
| +0.1% | +$3.21K | 1.41% | 8 |
|
|
2022
Q2 | $6.57M | Buy |
15,887
+6
| +0% | +$2.48K | 1.38% | 10 |
|
|
2022
Q1 | $7.79M | Buy |
15,881
+8
| +0.1% | +$3.92K | 1.51% | 8 |
|
|
2021
Q4 | $8.22M | Sell |
15,873
-488
| -3% | -$253K | 3.01% | 8 |
|
|
2021
Q3 | $7.87M | Sell |
16,361
-156
| -0.9% | -$75K | 3.15% | 7 |
|
|
2021
Q2 | $8.11M | Buy |
16,517
+5
| +0% | +$2.46K | 3.29% | 7 |
|
|
2021
Q1 | $7.86M | Buy |
16,512
+36
| +0.2% | +$17.1K | 3.47% | 6 |
|
|
2020
Q4 | $6.92M | Sell |
16,476
-4,737
| -22% | -$1.99M | 3.93% | 5 |
|
|
2020
Q3 | $7.19M | Sell |
21,213
-891
| -4% | -$302K | 4.75% | 3 |
|
|
2020
Q2 | $7.17M | Sell |
22,104
-4,365
| -16% | -$1.42M | 5.69% | 3 |
|
|
2020
Q1 | $6.96M | Sell |
26,469
-24,290
| -48% | -$6.39M | 6.96% | 2 |
|
|
2019
Q4 | $19.1M | Sell |
50,759
-875
| -2% | -$328K | 12.09% | 1 |
|
|
2019
Q3 | $18.2M | Buy |
51,634
+36
| +0.1% | +$12.7K | 13.61% | 1 |
|
|
2019
Q2 | $18.3M | Sell |
51,598
-49,250
| -49% | -$17.5M | 12.37% | 1 |
|
|
2019
Q1 | $34.8M | Buy |
100,848
+49,761
| +97% | +$17.2M | 11.31% | 1 |
|
|
2018
Q4 | $15.5M | Buy |
51,087
+1,767
| +4% | +$535K | 11.73% | 1 |
|
|
2018
Q3 | $18.1M | Buy |
49,320
+831
| +2% | +$305K | 8.92% | 1 |
|
|
2018
Q2 | $17.2M | Sell |
48,489
-1,447
| -3% | -$514K | 12.86% | 1 |
|
|
2018
Q1 | $17.1M | Buy |
49,936
+9,095
| +22% | +$3.11M | 12.63% | 1 |
|
|
2017
Q4 | $14.1M | Sell |
40,841
-5,464
| -12% | -$1.89M | 13.75% | 1 |
|
|
2017
Q3 | $15.1M | Sell |
46,305
-5,781
| -11% | -$1.89M | 16.83% | 1 |
|
|
2017
Q2 | $16.6M | Sell |
52,086
-8,749
| -14% | -$2.78M | 21.15% | 1 |
|
|
2017
Q1 | $19.1M | Sell |
60,835
-114,262
| -65% | -$35.8M | 25.74% | 1 |
|
|
2016
Q4 | $24.6M | Buy |
+175,097
| New | +$24.6M | 33.65% | 1 |
|