MBL Wealth’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 | $283K | Sell |
500
-8
| -2% | -$4.53K | 0.03% | 196 |
|
|
2025
Q1 | $271K | Buy |
508
+8
| +2% | +$4.27K | 0.03% | 185 |
|
|
2024
Q4 | $285K | Hold |
500
| – | – | 0.03% | 181 |
|
|
2024
Q3 | $285K | Hold |
500
| – | – | 0.03% | 166 |
|
|
2024
Q2 | $268K | Hold |
500
| – | – | 0.03% | 168 |
|
|
2024
Q1 | $278K | Hold |
500
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $254K | Hold |
500
| – | – | 0.03% | 152 |
|
|
2023
Q3 | $228K | Hold |
500
| – | – | 0.03% | 154 |
|
|
2023
Q2 | $239K | Hold |
500
| – | – | 0.03% | 152 |
|
|
2023
Q1 | $229K | Hold |
500
| – | – | 0.04% | 140 |
|
|
2022
Q4 | $221K | Hold |
500
| – | – | 0.04% | 148 |
|
|
2022
Q3 | $201K | Hold |
500
| – | – | 0.04% | 150 |
|
|
2022
Q2 | $207K | Hold |
500
| – | – | 0.05% | 139 |
|
|
2022
Q1 | $245K | Buy |
+500
| New | +$245K | 0.06% | 146 |
|
|
2021
Q1 | $251K | Buy |
+527
| New | +$251K | 0.09% | 130 |
|