Legacy 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 | $306K | Sell |
541
-550
| -50% | -$312K | 0.08% | 120 |
|
|
2025
Q1 | $582K | Hold |
1,091
| – | – | 0.14% | 98 |
|
|
2024
Q4 | $621K | Sell |
1,091
-5
| -0.5% | -$2.85K | 0.14% | 97 |
|
|
2024
Q3 | $624K | Hold |
1,096
| – | – | 0.14% | 99 |
|
|
2024
Q2 | $586K | Hold |
1,096
| – | – | 0.15% | 97 |
|
|
2024
Q1 | $610K | Hold |
1,096
| – | – | 0.15% | 98 |
|
|
2023
Q4 | $556K | Hold |
1,096
| – | – | 0.14% | 99 |
|
|
2023
Q3 | $500K | Sell |
1,096
-26
| -2% | -$11.9K | 0.15% | 100 |
|
|
2023
Q2 | $537K | Buy |
1,122
+10
| +0.9% | +$4.79K | 0.15% | 98 |
|
|
2023
Q1 | $510K | Buy |
1,112
+50
| +5% | +$22.9K | 0.15% | 100 |
|
|
2022
Q4 | $470K | Buy |
+1,062
| New | +$470K | 0.15% | 101 |
|