Litman Gregory Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $508K | Hold |
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|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $455K | Hold |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $459K | Hold |
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|
2024
Q1 | $477K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $56K | Hold |
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|
2019
Q1 | $55K | Hold |
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|
2018
Q4 | $48K | Sell |
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|
2018
Q3 | $61K | Hold |
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|
2018
Q2 | $59K | Sell |
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|
2018
Q1 | $66K | Buy |
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|
2017
Q4 | $58 | Hold |
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|
2017
Q3 | $54K | Buy |
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