Lutz Financial Services’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 | $10.8M | Sell |
19,107
-4
| -0% | -$2.27K | 0.84% | 33 |
|
|
2025
Q1 | $10.2M | Sell |
19,111
-97
| -0.5% | -$51.7K | 0.83% | 32 |
|
|
2024
Q4 | $10.9M | Sell |
19,208
-310
| -2% | -$177K | 0.88% | 31 |
|
|
2024
Q3 | $11.1M | Sell |
19,518
-54
| -0.3% | -$30.8K | 0.9% | 31 |
|
|
2024
Q2 | $10.5M | Sell |
19,572
-25
| -0.1% | -$13.4K | 0.91% | 32 |
|
|
2024
Q1 | $10.9M | Sell |
19,597
-33
| -0.2% | -$18.4K | 0.95% | 32 |
|
|
2023
Q4 | $9.96M | Sell |
19,630
-104
| -0.5% | -$52.8K | 0.93% | 32 |
|
|
2023
Q3 | $9.01M | Sell |
19,734
-311
| -2% | -$142K | 0.98% | 28 |
|
|
2023
Q2 | $9.6M | Hold |
20,045
| – | – | 1.03% | 29 |
|
|
2023
Q1 | $9.19M | Sell |
20,045
-15
| -0.1% | -$6.88K | 1.05% | 28 |
|
|
2022
Q4 | $8.88M | Sell |
20,060
-21
| -0.1% | -$9.3K | 1.09% | 28 |
|
|
2022
Q3 | $8.07M | Sell |
20,081
-3
| -0% | -$1.21K | 1.1% | 26 |
|
|
2022
Q2 | $8.3M | Hold |
20,084
| – | – | 1.1% | 28 |
|
|
2022
Q1 | $9.85M | Sell |
20,084
-153
| -0.8% | -$75K | 1.21% | 26 |
|
|
2021
Q4 | $10.5M | Sell |
20,237
-70
| -0.3% | -$36.2K | 1.29% | 26 |
|
|
2021
Q3 | $9.77M | Sell |
20,307
-5
| -0% | -$2.4K | 1.27% | 26 |
|
|
2021
Q2 | $9.97M | Sell |
20,312
-178
| -0.9% | -$87.4K | 1.33% | 24 |
|
|
2021
Q1 | $9.75M | Sell |
20,490
-312
| -1% | -$149K | 1.44% | 23 |
|
|
2020
Q4 | $8.74M | Sell |
20,802
-1,126
| -5% | -$473K | 1.43% | 23 |
|
|
2020
Q3 | $7.43M | Sell |
21,928
-46
| -0.2% | -$15.6K | 1.43% | 21 |
|
|
2020
Q2 | $7.13M | Sell |
21,974
-223
| -1% | -$72.4K | 1.45% | 21 |
|
|
2020
Q1 | $5.84M | Sell |
22,197
-440
| -2% | -$116K | 1.3% | 25 |
|
|
2019
Q4 | $8.5M | Sell |
22,637
-107
| -0.5% | -$40.2K | 1.51% | 20 |
|
|
2019
Q3 | $8.02M | Sell |
22,744
-228
| -1% | -$80.4K | 1.54% | 21 |
|
|
2019
Q2 | $8.15M | Sell |
22,972
-132
| -0.6% | -$46.8K | 1.59% | 20 |
|
|
2019
Q1 | $7.98M | Sell |
23,104
-54
| -0.2% | -$18.7K | 1.63% | 19 |
|
|
2018
Q4 | $7.01M | Sell |
23,158
-367
| -2% | -$111K | 1.56% | 20 |
|
|
2018
Q3 | $8.64M | Buy |
23,525
+8,864
| +60% | +$3.26M | 1.91% | 16 |
|
|
2018
Q2 | $5.21M | Sell |
14,661
-122
| -0.8% | -$43.3K | 1.48% | 17 |
|
|
2018
Q1 | $5.05M | Sell |
14,783
-105
| -0.7% | -$35.9K | 1.49% | 16 |
|
|
2017
Q4 | $5.14M | Buy |
+14,888
| New | +$5.14M | 1.5% | 16 |
|