Long Road Investment Counsel’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 | $991K | Buy |
1,750
+430
| +33% | +$244K | 0.37% | 51 |
|
|
2025
Q1 | $704K | Sell |
1,320
-270
| -17% | -$144K | 0.27% | 55 |
|
|
2024
Q4 | $906K | Hold |
1,590
| – | – | 0.37% | 51 |
|
|
2024
Q3 | $906K | Buy |
1,590
+35
| +2% | +$19.9K | 0.36% | 53 |
|
|
2024
Q2 | $832K | Buy |
1,555
+550
| +55% | +$294K | 0.36% | 51 |
|
|
2024
Q1 | $559K | Buy |
1,005
+20
| +2% | +$11.1K | 0.23% | 59 |
|
|
2023
Q4 | $491K | Hold |
985
| – | – | 0.2% | 58 |
|
|
2023
Q3 | $450K | Hold |
985
| – | – | 0.22% | 60 |
|
|
2023
Q2 | $472K | Sell |
985
-250
| -20% | -$120K | 0.22% | 58 |
|
|
2023
Q1 | $566K | Sell |
1,235
-30
| -2% | -$13.7K | 0.27% | 56 |
|
|
2022
Q4 | $560K | Sell |
1,265
-20
| -2% | -$8.85K | 0.28% | 60 |
|
|
2022
Q3 | $516K | Hold |
1,285
| – | – | 0.28% | 58 |
|
|
2022
Q2 | $531K | Sell |
1,285
-30
| -2% | -$12.4K | 0.27% | 61 |
|
|
2022
Q1 | $645K | Buy |
1,315
+170
| +15% | +$83.4K | 0.29% | 59 |
|
|
2021
Q4 | $593K | Hold |
1,145
| – | – | 0.24% | 61 |
|
|
2021
Q3 | $551K | Hold |
1,145
| – | – | 0.24% | 60 |
|
|
2021
Q2 | $562K | Hold |
1,145
| – | – | 0.25% | 60 |
|
|
2021
Q1 | $545K | Hold |
1,145
| – | – | 0.25% | 60 |
|
|
2020
Q4 | $481K | Sell |
1,145
-30
| -3% | -$12.6K | 0.23% | 59 |
|
|
2020
Q3 | $398K | Buy |
1,175
+30
| +3% | +$10.2K | 0.22% | 59 |
|
|
2020
Q2 | $372K | Hold |
1,145
| – | – | 0.22% | 61 |
|
|
2020
Q1 | $301K | Sell |
1,145
-130
| -10% | -$34.2K | 0.22% | 60 |
|
|
2019
Q4 | $479K | Sell |
1,275
-170
| -12% | -$63.9K | 0.28% | 58 |
|
|
2019
Q3 | $509K | Hold |
1,445
| – | – | 0.3% | 58 |
|
|
2019
Q2 | $512K | Sell |
1,445
-90
| -6% | -$31.9K | 0.3% | 59 |
|
|
2019
Q1 | $530K | Buy |
1,535
+300
| +24% | +$104K | 0.32% | 60 |
|
|
2018
Q4 | $374K | Sell |
1,235
-330
| -21% | -$99.9K | 0.29% | 57 |
|
|
2018
Q3 | $575K | Hold |
1,565
| – | – | 0.38% | 57 |
|
|
2018
Q2 | $556K | Sell |
1,565
-225
| -13% | -$79.9K | 0.39% | 56 |
|
|
2018
Q1 | $612K | Sell |
1,790
-8
| -0.4% | -$2.74K | 0.43% | 53 |
|
|
2017
Q4 | $621K | Buy |
1,798
+40
| +2% | +$13.8K | 0.43% | 53 |
|
|
2017
Q3 | $574K | Hold |
1,758
| – | – | 0.41% | 54 |
|
|
2017
Q2 | $558K | Buy |
1,758
+200
| +13% | +$63.5K | 0.41% | 54 |
|
|
2017
Q1 | $487K | Hold |
1,558
| – | – | 0.36% | 57 |
|
|
2016
Q4 | $470K | Buy |
+1,558
| New | +$470K | 0.36% | 56 |
|
|
2016
Q3 | – | Sell |
-1,558
| Closed | -$424K | – | 69 |
|
|
2016
Q2 | $424K | Buy |
1,558
+300
| +24% | +$81.6K | 0.33% | 57 |
|
|
2016
Q1 | $331K | Hold |
1,258
| – | – | 0.26% | 59 |
|
|
2015
Q4 | $320K | Hold |
1,258
| – | – | 0.26% | 59 |
|
|
2015
Q3 | $313K | Hold |
1,258
| – | – | 0.27% | 59 |
|
|
2015
Q2 | $344K | Hold |
1,258
| – | – | 0.28% | 59 |
|
|
2015
Q1 | $349K | Hold |
1,258
| – | – | 0.3% | 53 |
|
|
2014
Q4 | $332K | Buy |
+1,258
| New | +$332K | 0.3% | 53 |
|