Lewis Asset Management’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 | $1.81M | Buy |
+3,191
| New | +$1.81M | 0.85% | 28 |
|
|
2025
Q1 | – | Sell |
-464
| Closed | -$265K | – | 133 |
|
|
2024
Q4 | $265K | Buy |
464
+1
| +0.2% | +$570 | 0.2% | 108 |
|
|
2024
Q3 | $264K | Sell |
463
-64
| -12% | -$36.5K | 0.19% | 113 |
|
|
2024
Q2 | $282K | Buy |
527
+1
| +0.2% | +$535 | 0.22% | 102 |
|
|
2024
Q1 | $293K | Buy |
526
+1
| +0.2% | +$557 | 0.24% | 89 |
|
|
2023
Q4 | $266K | Buy |
+525
| New | +$266K | 0.24% | 90 |
|