Marcum Wealth’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
Q1 | $270K | Buy |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $459K | Sell |
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|
2021
Q1 | $449K | Buy |
|