Loring Wolcott & Coolidge Fiduciary Advisors’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 | $2.69M | Sell |
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|
2025
Q2 | $2.82M | Hold |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.97M | Sell |
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|
2024
Q3 | $2.95M | Sell |
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|
2024
Q2 | $2.95M | Sell |
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|
2024
Q1 | $2.79M | Sell |
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|
2023
Q4 | $2.66M | Sell |
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|
2023
Q3 | $2.48M | Sell |
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|
2023
Q2 | $2.73M | Sell |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $1.78M | Hold |
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|
2022
Q3 | $1.62M | Hold |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $2.01M | Hold |
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|
2021
Q3 | $1.86M | Sell |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $1.62M | Sell |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $776K | Hold |
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|
2020
Q1 | $628K | Buy |
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|
2019
Q4 | $860K | Hold |
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|
2019
Q3 | $807K | Hold |
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|
2019
Q2 | $812K | Hold |
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|
2019
Q1 | $791K | Sell |
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|
2018
Q4 | $758K | Hold |
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|
2018
Q3 | $920K | Sell |
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|
2018
Q2 | $957K | Sell |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $1.02M | Sell |
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|
2017
Q3 | $1.04M | Buy |
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|
2017
Q2 | $878K | Hold |
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|
2017
Q1 | $856K | Buy |
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|
2016
Q4 | $517K | Hold |
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|
2016
Q3 | $484K | Sell |
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|
2016
Q2 | $513K | Buy |
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|
2016
Q1 | $376K | Hold |
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|
2015
Q4 | $363K | Buy |
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|
2015
Q3 | $331K | Hold |
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|
2015
Q2 | $331K | Hold |
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|
2015
Q1 | $335K | Hold |
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|
2014
Q4 | $319K | Hold |
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|
2014
Q3 | $302K | Hold |
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|
2014
Q2 | $315K | Hold |
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|
2014
Q1 | $303K | Hold |
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|
2013
Q4 | $295K | Buy |
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