Lido Advisors’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 | $21.6M | Sell |
38,084
-316
| -0.8% | -$179K | 0.08% | 135 |
|
|
2025
Q1 | $20.5M | Sell |
38,400
-773
| -2% | -$413K | 0.09% | 128 |
|
|
2024
Q4 | $22.4M | Buy |
39,173
+10,015
| +34% | +$5.72M | 0.1% | 113 |
|
|
2024
Q3 | $16.6M | Sell |
29,158
-2,958
| -9% | -$1.69M | 0.08% | 123 |
|
|
2024
Q2 | $17.2M | Buy |
32,116
+6,414
| +25% | +$3.44M | 0.1% | 105 |
|
|
2024
Q1 | $14.3M | Sell |
25,702
-654
| -2% | -$365K | 0.08% | 123 |
|
|
2023
Q4 | $13.4M | Sell |
26,356
-2,346
| -8% | -$1.19M | 0.09% | 115 |
|
|
2023
Q3 | $13.1M | Buy |
28,702
+596
| +2% | +$272K | 0.1% | 110 |
|
|
2023
Q2 | $13.5M | Buy |
28,106
+1,669
| +6% | +$799K | 0.1% | 113 |
|
|
2023
Q1 | $12.1M | Buy |
26,437
+18,999
| +255% | +$8.71M | 0.12% | 103 |
|
|
2022
Q4 | $3.29M | Buy |
7,438
+448
| +6% | +$198K | 0.04% | 200 |
|
|
2022
Q3 | $2.81M | Buy |
6,990
+8
| +0.1% | +$3.21K | 0.04% | 188 |
|
|
2022
Q2 | $2.89M | Buy |
6,982
+379
| +6% | +$157K | 0.04% | 165 |
|
|
2022
Q1 | $3.24M | Buy |
6,603
+1,472
| +29% | +$722K | 0.04% | 176 |
|
|
2021
Q4 | $2.66M | Buy |
5,131
+277
| +6% | +$143K | 0.03% | 208 |
|
|
2021
Q3 | $2.33M | Hold |
4,854
| – | – | 0.03% | 224 |
|
|
2021
Q2 | $2.39M | Sell |
4,854
-600
| -11% | -$295K | 0.03% | 210 |
|
|
2021
Q1 | $2.6M | Buy |
5,454
+270
| +5% | +$129K | 0.04% | 175 |
|
|
2020
Q4 | $2.18M | Buy |
5,184
+2,078
| +67% | +$875K | 0.05% | 185 |
|
|
2020
Q3 | $1.06M | Hold |
3,106
| – | – | 0.03% | 223 |
|
|
2020
Q2 | $1.01M | Sell |
3,106
-194
| -6% | -$63.1K | 0.03% | 217 |
|
|
2020
Q1 | $871K | Buy |
3,300
+167
| +5% | +$44.1K | 0.04% | 221 |
|
|
2019
Q4 | $1.19M | Buy |
3,133
+53
| +2% | +$20K | 0.05% | 209 |
|
|
2019
Q3 | $1.09M | Buy |
3,080
+141
| +5% | +$49.9K | 0.06% | 176 |
|
|
2019
Q2 | $1.05M | Hold |
2,939
| – | – | 0.06% | 161 |
|
|
2019
Q1 | $1.02M | Buy |
2,939
+509
| +21% | +$176K | 0.07% | 163 |
|
|
2018
Q4 | $738K | Sell |
2,430
-40
| -2% | -$12.1K | 0.07% | 155 |
|
|
2018
Q3 | $910K | Sell |
2,470
-36
| -1% | -$13.3K | 0.09% | 128 |
|
|
2018
Q2 | $889K | Buy |
2,506
+76
| +3% | +$27K | 0.1% | 118 |
|
|
2018
Q1 | $830K | Sell |
2,430
-52
| -2% | -$17.8K | 0.11% | 112 |
|
|
2017
Q4 | $857K | Hold |
2,482
| – | – | 0.12% | 91 |
|
|
2017
Q3 | $828K | Hold |
2,482
| – | – | 0.13% | 89 |
|
|
2017
Q2 | $788K | Hold |
2,482
| – | – | 0.16% | 75 |
|
|
2017
Q1 | $782K | Sell |
2,482
-48
| -2% | -$15.1K | 0.22% | 73 |
|
|
2016
Q4 | $763K | Hold |
2,530
| – | – | 0.19% | 55 |
|
|
2016
Q3 | $714K | Hold |
2,530
| – | – | 0.22% | 46 |
|
|
2016
Q2 | $689K | Buy |
2,530
+1,060
| +72% | +$289K | 0.21% | 43 |
|
|
2016
Q1 | $386K | Buy |
+1,470
| New | +$386K | 0.13% | 79 |
|