Matrix Asset Advisors’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
Q3 | $3.56M | Sell |
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|
2025
Q2 | $3.51M | Sell |
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|
2025
Q1 | $3.45M | Sell |
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|
2024
Q4 | $3.74M | Buy |
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|
2024
Q3 | $3.71M | Buy |
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|
2024
Q2 | $2.82M | Sell |
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|
2024
Q1 | $2.94M | Sell |
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|
2023
Q4 | $2.79M | Sell |
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|
2023
Q3 | $2.52M | Sell |
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|
2023
Q2 | $2.7M | Sell |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $2.48M | Sell |
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|
2022
Q3 | $2.32M | Sell |
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|
2022
Q2 | $2.4M | Buy |
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|
2022
Q1 | $2.83M | Buy |
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $2.62M | Buy |
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|
2021
Q2 | $2.6M | Buy |
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|
2021
Q1 | $2.47M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.61M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $656K | Hold |
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|
2018
Q3 | $796K | Sell |
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|
2018
Q2 | $780K | Sell |
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|
2018
Q1 | $782K | Buy |
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|
2017
Q4 | $781K | Sell |
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|
2017
Q3 | $756K | Sell |
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|
2017
Q2 | $749K | Buy |
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|
2017
Q1 | $696K | Buy |
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|
2016
Q4 | $670K | Buy |
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|
2016
Q3 | $621K | Sell |
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|
2016
Q2 | $600K | Hold |
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|
2016
Q1 | $579K | Buy |
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|
2015
Q4 | $558K | Buy |
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|
2015
Q3 | $538K | Buy |
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|
2015
Q2 | $544K | Buy |
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|
2015
Q1 | $505K | Buy |
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|
2014
Q4 | $468K | Buy |
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|
2014
Q3 | $305K | Hold |
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|
2014
Q2 | $319K | Buy |
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|
2014
Q1 | $278K | Buy |
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