Mason Investment Advisory 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 | $1.08M | Sell |
1,899
-61
| -3% | -$34.6K | 0.06% | 22 |
|
|
2025
Q1 | $1.05M | Hold |
1,960
| – | – | 0.06% | 21 |
|
|
2024
Q4 | $1.12M | Hold |
1,960
| – | – | 0.07% | 20 |
|
|
2024
Q3 | $1.12M | Sell |
1,960
-24
| -1% | -$13.7K | 0.07% | 19 |
|
|
2024
Q2 | $1.06M | Buy |
1,984
+4
| +0.2% | +$2.14K | 0.07% | 18 |
|
|
2024
Q1 | $1.1M | Hold |
1,980
| – | – | 0.08% | 16 |
|
|
2023
Q4 | $1M | Sell |
1,980
-48
| -2% | -$24.4K | 0.07% | 18 |
|
|
2023
Q3 | $926K | Buy |
+2,028
| New | +$926K | 0.09% | 16 |
|