Mather Group’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 | – | Sell |
-328
| Closed | -$175K | – | 1276 |
|
|
2025
Q1 | $175K | Hold |
328
| – | – | ﹤0.01% | 629 |
|
|
2024
Q4 | $187K | Hold |
328
| – | – | ﹤0.01% | 589 |
|
|
2024
Q3 | $187K | Sell |
328
-170
| -34% | -$96.8K | ﹤0.01% | 597 |
|
|
2024
Q2 | $277K | Buy |
498
+184
| +59% | +$102K | ﹤0.01% | 551 |
|
|
2024
Q1 | $159K | Sell |
314
-126
| -29% | -$63.9K | ﹤0.01% | 583 |
|
|
2023
Q4 | $223K | Sell |
440
-15
| -3% | -$7.6K | ﹤0.01% | 520 |
|
|
2023
Q3 | $208K | Sell |
455
-16
| -3% | -$7.3K | ﹤0.01% | 516 |
|
|
2023
Q2 | $225K | Hold |
471
| – | – | ﹤0.01% | 522 |
|
|
2023
Q1 | $216K | Sell |
471
-16
| -3% | -$7.33K | ﹤0.01% | 476 |
|
|
2022
Q4 | $215K | Buy |
+487
| New | +$215K | ﹤0.01% | 451 |
|
|
2022
Q3 | – | Sell |
-487
| Closed | -$201K | – | 476 |
|
|
2022
Q2 | $201K | Sell |
487
-6
| -1% | -$2.48K | ﹤0.01% | 365 |
|
|
2022
Q1 | $242K | Sell |
493
-23
| -4% | -$11.3K | ﹤0.01% | 387 |
|
|
2021
Q4 | $267K | Buy |
+516
| New | +$267K | 0.01% | 318 |
|