Marcum Wealth’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
Q1 | $270K | Buy |
507
+11
| +2% | +$5.87K | 0.02% | 306 |
|
|
2024
Q4 | $283K | Sell |
496
-3
| -0.6% | -$1.71K | 0.02% | 294 |
|
|
2024
Q3 | $284K | Buy |
499
+2
| +0.4% | +$1.14K | 0.03% | 298 |
|
|
2024
Q2 | $266K | Sell |
497
-36
| -7% | -$19.3K | 0.03% | 293 |
|
|
2024
Q1 | $297K | Buy |
533
+11
| +2% | +$6.12K | 0.03% | 272 |
|
|
2023
Q4 | $265K | Buy |
522
+36
| +7% | +$18.3K | 0.03% | 281 |
|
|
2023
Q3 | $222K | Hold |
486
| – | – | 0.03% | 300 |
|
|
2023
Q2 | $233K | Hold |
486
| – | – | 0.03% | 298 |
|
|
2023
Q1 | $223K | Sell |
486
-11
| -2% | -$5.04K | 0.03% | 301 |
|
|
2022
Q4 | $220K | Sell |
497
-15
| -3% | -$6.64K | 0.03% | 293 |
|
|
2022
Q3 | $206K | Sell |
512
-41
| -7% | -$16.5K | 0.03% | 297 |
|
|
2022
Q2 | $229K | Buy |
+553
| New | +$229K | 0.03% | 276 |
|
|
2021
Q3 | – | Sell |
-934
| Closed | -$459K | – | 376 |
|
|
2021
Q2 | $459K | Sell |
934
-10
| -1% | -$4.91K | 0.07% | 159 |
|
|
2021
Q1 | $449K | Buy |
+944
| New | +$449K | 0.07% | 159 |
|