Mayflower Financial Advisors’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
$5.11M Sell
9,026
-491
-5% -$278K 0.71% 37
2025
Q1
$5.08M Sell
9,517
-133
-1% -$71K 0.77% 31
2024
Q4
$5.5M Sell
9,650
-43
-0.4% -$24.5K 0.82% 29
2024
Q3
$5.52M Sell
9,693
-189
-2% -$108K 0.83% 29
2024
Q2
$5.29M Sell
9,882
-123
-1% -$65.8K 0.87% 28
2024
Q1
$5.57M Sell
10,005
-138
-1% -$76.8K 0.93% 23
2023
Q4
$5.15M Sell
10,143
-6
-0.1% -$3.04K 0.71% 36
2023
Q3
$4.63M Sell
10,149
-49
-0.5% -$22.4K 0.69% 32
2023
Q2
$4.88M Buy
10,198
+2
+0% +$958 0.63% 38
2023
Q1
$4.67M Sell
10,196
-90
-0.9% -$41.3K 0.61% 39
2022
Q4
$4.55M Buy
10,286
+266
+3% +$118K 0.63% 36
2022
Q3
$4.03M Sell
10,020
-120
-1% -$48.2K 0.65% 33
2022
Q2
$4.19M Sell
10,140
-261
-3% -$108K 0.64% 35
2022
Q1
$5.1M Buy
10,401
+5
+0% +$2.45K 0.69% 32
2021
Q4
$5.38M Sell
10,396
-40
-0.4% -$20.7K 0.71% 31
2021
Q3
$5.25M Buy
10,436
+19
+0.2% +$9.56K 0.71% 33
2021
Q2
$5.12M Sell
10,417
-81
-0.8% -$39.8K 0.7% 31
2021
Q1
$5M Sell
10,498
-63
-0.6% -$30K 0.74% 29
2020
Q4
$4.44M Buy
+10,561
New +$4.44M 0.77% 28