Lowe Wealth 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 | $2.46M | Sell |
4,335
-27
| -0.6% | -$15.3K | 0.96% | 16 |
|
|
2025
Q1 | $2.33M | Buy |
4,362
+62
| +1% | +$33.1K | 0.99% | 14 |
|
|
2024
Q4 | $2.45M | Buy |
4,300
+119
| +3% | +$67.8K | 1.04% | 14 |
|
|
2024
Q3 | $2.38M | Buy |
4,181
+362
| +9% | +$206K | 1.03% | 14 |
|
|
2024
Q2 | $2.04M | Sell |
3,819
-50
| -1% | -$26.8K | 0.93% | 15 |
|
|
2024
Q1 | $2.15M | Buy |
3,869
+37
| +1% | +$20.6K | 1% | 14 |
|
|
2023
Q4 | $1.94M | Buy |
3,832
+23
| +0.6% | +$11.7K | 0.96% | 15 |
|
|
2023
Q3 | $1.74M | Buy |
3,809
+117
| +3% | +$53.4K | 0.92% | 15 |
|
|
2023
Q2 | $1.77M | Sell |
3,692
-48
| -1% | -$23K | 0.9% | 15 |
|
|
2023
Q1 | $1.71M | Buy |
3,740
+15
| +0.4% | +$6.88K | 0.92% | 14 |
|
|
2022
Q4 | $1.65M | Buy |
3,725
+27
| +0.7% | +$12K | 0.91% | 14 |
|
|
2022
Q3 | $1.49M | Sell |
3,698
-142
| -4% | -$57K | 0.87% | 13 |
|
|
2022
Q2 | $1.59M | Sell |
3,840
-189
| -5% | -$78.2K | 0.87% | 13 |
|
|
2022
Q1 | $1.98M | Sell |
4,029
-97
| -2% | -$47.6K | 0.89% | 14 |
|
|
2021
Q4 | $2.14M | Buy |
4,126
+97
| +2% | +$50.2K | 0.94% | 12 |
|
|
2021
Q3 | $1.94M | Sell |
4,029
-155
| -4% | -$74.6K | 0.92% | 13 |
|
|
2021
Q2 | $2.06M | Sell |
4,184
-34
| -0.8% | -$16.7K | 0.98% | 14 |
|
|
2021
Q1 | $2.01M | Buy |
4,218
+58
| +1% | +$27.6K | 1.01% | 15 |
|
|
2020
Q4 | $1.75M | Sell |
4,160
-20
| -0.5% | -$8.4K | 0.89% | 15 |
|
|
2020
Q3 | $1.42M | Buy |
4,180
+46
| +1% | +$15.6K | 0.79% | 14 |
|
|
2020
Q2 | $1.34M | Sell |
4,134
-463
| -10% | -$150K | 0.79% | 13 |
|
|
2020
Q1 | $1.21M | Sell |
4,597
-302
| -6% | -$79.4K | 0.85% | 13 |
|
|
2019
Q4 | $1.84M | Sell |
4,899
-47
| -1% | -$17.6K | 1.02% | 17 |
|
|
2019
Q3 | $1.74M | Sell |
4,946
-50
| -1% | -$17.6K | 1.04% | 16 |
|
|
2019
Q2 | $1.77M | Buy |
4,996
+8
| +0.2% | +$2.84K | 1.06% | 16 |
|
|
2019
Q1 | $1.72M | Sell |
4,988
-13
| -0.3% | -$4.49K | 1.04% | 17 |
|
|
2018
Q4 | $1.51M | Sell |
5,001
-195
| -4% | -$59K | 1.03% | 15 |
|
|
2018
Q3 | $1.91M | Buy |
5,196
+74
| +1% | +$27.2K | 1.13% | 15 |
|
|
2018
Q2 | $1.82M | Sell |
5,122
-61
| -1% | -$21.7K | 1.13% | 15 |
|
|
2018
Q1 | $1.77M | Sell |
5,183
-33
| -0.6% | -$11.3K | 1.11% | 15 |
|
|
2017
Q4 | $1.8M | Sell |
5,216
-45
| -0.9% | -$15.5K | 1.1% | 16 |
|
|
2017
Q3 | $1.72M | Buy |
5,261
+32
| +0.6% | +$10.4K | 1.07% | 18 |
|
|
2017
Q2 | $1.66M | Buy |
5,229
+41
| +0.8% | +$13K | 1.06% | 18 |
|
|
2017
Q1 | $1.62M | Sell |
5,188
-30
| -0.6% | -$9.37K | 1.07% | 17 |
|
|
2016
Q4 | $1.57M | Sell |
5,218
-264
| -5% | -$79.6K | 1.08% | 17 |
|
|
2016
Q3 | $1.55M | Sell |
5,482
-135
| -2% | -$38.1K | 1.05% | 19 |
|
|
2016
Q2 | $1.53M | Buy |
5,617
+55
| +1% | +$15K | 1.03% | 21 |
|
|
2016
Q1 | $1.46M | Sell |
5,562
-177
| -3% | -$46.5K | 1% | 21 |
|
|
2015
Q4 | $1.46M | Buy |
5,739
+237
| +4% | +$60.2K | 0.99% | 21 |
|
|
2015
Q3 | $1.37M | Buy |
5,502
+39
| +0.7% | +$9.7K | 1.04% | 19 |
|
|
2015
Q2 | $1.49M | Buy |
5,463
+135
| +3% | +$36.9K | 1.01% | 19 |
|
|
2015
Q1 | $1.48M | Buy |
5,328
+245
| +5% | +$67.9K | 1% | 19 |
|
|
2014
Q4 | $1.34M | Buy |
+5,083
| New | +$1.34M | 0.96% | 19 |
|