LM 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 | $1.61M | Sell |
2,844
-1,670
| -37% | -$946K | 0.21% | 65 |
|
|
2025
Q1 | $2.41M | Buy |
4,514
+1,685
| +60% | +$899K | 0.43% | 44 |
|
|
2024
Q4 | $1.62M | Buy |
2,829
+577
| +26% | +$330K | 0.29% | 63 |
|
|
2024
Q3 | $1.28M | Buy |
2,252
+46
| +2% | +$26.2K | 0.26% | 68 |
|
|
2024
Q2 | $1.18M | Buy |
2,206
+21
| +1% | +$11.2K | ﹤0.01% | 88 |
|
|
2024
Q1 | $1.22M | Buy |
2,185
+794
| +57% | +$442K | 0.19% | 86 |
|
|
2023
Q4 | $706K | Buy |
+1,391
| New | +$706K | 0.14% | 95 |
|