McElhenny Sheffield Capital Management’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 | $286K | Sell |
505
-30
| -6% | -$17K | 0.08% | 85 |
|
2025
Q1 | $285K | Hold |
535
| – | – | 0.11% | 87 |
|
2024
Q4 | $305K | Hold |
535
| – | – | 0.1% | 81 |
|
2024
Q3 | $305K | Buy |
+535
| New | +$305K | 0.1% | 84 |
|
2023
Q1 | – | Sell |
-152
| Closed | -$67.3K | – | 398 |
|
2022
Q4 | $67.3K | Buy |
+152
| New | +$67.3K | 0.03% | 158 |
|