Legacy Private Trust’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 | $943K | Sell |
1,665
-1
| -0.1% | -$566 | 0.06% | 157 |
|
2025
Q1 | $889K | Hold |
1,666
| – | – | 0.06% | 159 |
|
2024
Q4 | $949K | Hold |
1,666
| – | – | 0.06% | 154 |
|
2024
Q3 | $949K | Hold |
1,666
| – | – | 0.06% | 155 |
|
2024
Q2 | $891K | Hold |
1,666
| – | – | 0.06% | 149 |
|
2024
Q1 | $927K | Hold |
1,666
| – | – | 0.07% | 149 |
|
2023
Q4 | $845K | Hold |
1,666
| – | – | 0.07% | 146 |
|
2023
Q3 | $761K | Sell |
1,666
-43
| -3% | -$19.6K | 0.07% | 149 |
|
2023
Q2 | $818K | Buy |
1,709
+43
| +3% | +$20.6K | 0.07% | 144 |
|
2023
Q1 | $764K | Hold |
1,666
| – | – | 0.07% | 150 |
|
2022
Q4 | $738K | Hold |
1,666
| – | – | 0.07% | 155 |
|
2022
Q3 | $669K | Hold |
1,666
| – | – | 0.06% | 151 |
|
2022
Q2 | $689K | Hold |
1,666
| – | – | 0.06% | 150 |
|
2022
Q1 | $817K | Sell |
1,666
-30
| -2% | -$14.7K | 0.06% | 159 |
|
2021
Q4 | $878K | Hold |
1,696
| – | – | 0.07% | 160 |
|
2021
Q3 | $816K | Buy |
1,696
+65
| +4% | +$31.3K | 0.07% | 158 |
|
2021
Q2 | $801K | Hold |
1,631
| – | – | 0.07% | 161 |
|
2021
Q1 | $776K | Hold |
1,631
| – | – | 0.07% | 152 |
|
2020
Q4 | $685K | Hold |
1,631
| – | – | 0.06% | 150 |
|
2020
Q3 | $553K | Hold |
1,631
| – | – | 0.06% | 155 |
|
2020
Q2 | $529K | Hold |
1,631
| – | – | 0.06% | 153 |
|
2020
Q1 | $429K | Hold |
1,631
| – | – | 0.06% | 161 |
|
2019
Q4 | $612K | Hold |
1,631
| – | – | 0.06% | 164 |
|
2019
Q3 | $575K | Hold |
1,631
| – | – | 0.06% | 163 |
|
2019
Q2 | $578K | Hold |
1,631
| – | – | 0.07% | 161 |
|
2019
Q1 | $563K | Hold |
1,631
| – | – | 0.07% | 158 |
|
2018
Q4 | $494K | Hold |
1,631
| – | – | 0.06% | 168 |
|
2018
Q3 | $599K | Hold |
1,631
| – | – | 0.07% | 160 |
|
2018
Q2 | $579K | Sell |
1,631
-2,208
| -58% | -$784K | 0.07% | 164 |
|
2018
Q1 | $1.31M | Buy |
3,839
+44
| +1% | +$15K | 0.15% | 122 |
|
2017
Q4 | $1.31M | Sell |
3,795
-59
| -2% | -$20.4K | 0.15% | 118 |
|
2017
Q3 | $1.26M | Buy |
3,854
+251
| +7% | +$81.9K | 0.15% | 118 |
|
2017
Q2 | $1.15M | Buy |
3,603
+10
| +0.3% | +$3.18K | 0.14% | 120 |
|
2017
Q1 | $1.12M | Buy |
3,593
+1,434
| +66% | +$448K | 0.14% | 131 |
|
2016
Q4 | $652K | Sell |
2,159
-111
| -5% | -$33.5K | 0.09% | 167 |
|
2016
Q3 | $641K | Sell |
2,270
-11
| -0.5% | -$3.11K | 0.09% | 162 |
|
2016
Q2 | $621K | Sell |
2,281
-23
| -1% | -$6.26K | 0.09% | 158 |
|
2016
Q1 | $606K | Buy |
2,304
+77
| +3% | +$20.3K | 0.09% | 163 |
|
2015
Q4 | $566K | Sell |
2,227
-831
| -27% | -$211K | 0.09% | 166 |
|
2015
Q3 | $761K | Buy |
3,058
+16
| +0.5% | +$3.98K | 0.12% | 153 |
|
2015
Q2 | $831K | Sell |
3,042
-1,103
| -27% | -$301K | 0.13% | 154 |
|
2015
Q1 | $1.15M | Sell |
4,145
-828
| -17% | -$230K | 0.17% | 131 |
|
2014
Q4 | $1.31M | Sell |
4,973
-972
| -16% | -$257K | 0.19% | 125 |
|
2014
Q3 | $1.48M | Buy |
5,945
+1,692
| +40% | +$422K | 0.23% | 114 |
|
2014
Q2 | $1.11M | Sell |
4,253
-11,545
| -73% | -$3.01M | 0.17% | 133 |
|
2014
Q1 | $3.96M | Sell |
15,798
-10,840
| -41% | -$2.72M | 0.69% | 40 |
|
2013
Q4 | $6.51M | Sell |
26,638
-3,043
| -10% | -$743K | 1.19% | 20 |
|
2013
Q3 | $6.72M | Buy |
29,681
+1,332
| +5% | +$301K | 1.42% | 16 |
|
2013
Q2 | $5.96M | Buy |
+28,349
| New | +$5.96M | 1.4% | 18 |
|