Lodestar Private 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 | $6.15M | Buy |
10,862
+425
| +4% | +$241K | 0.71% | 41 |
|
|
2025
Q1 | $5.57M | Sell |
10,437
-23
| -0.2% | -$12.3K | 0.7% | 41 |
|
|
2024
Q4 | $5.96M | Buy |
10,460
+339
| +3% | +$193K | 0.75% | 38 |
|
|
2024
Q3 | $5.77M | Buy |
10,121
+136
| +1% | +$77.5K | 0.73% | 38 |
|
|
2024
Q2 | $5.34M | Sell |
9,985
-10
| -0.1% | -$5.35K | 0.74% | 39 |
|
|
2024
Q1 | $5.56M | Sell |
9,995
-43
| -0.4% | -$23.9K | 0.79% | 37 |
|
|
2023
Q4 | $5.09M | Sell |
10,038
-31
| -0.3% | -$15.7K | 0.78% | 38 |
|
|
2023
Q3 | $4.6M | Sell |
10,069
-219
| -2% | -$100K | 0.79% | 38 |
|
|
2023
Q2 | $4.93M | Sell |
10,288
-63
| -0.6% | -$30.2K | 0.83% | 31 |
|
|
2023
Q1 | $4.75M | Sell |
10,351
-157
| -1% | -$72K | 0.85% | 32 |
|
|
2022
Q4 | $4.65M | Buy |
+10,508
| New | +$4.65M | 0.89% | 29 |
|