McKinley Carter Wealth Services’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 | $1.78M | Hold |
3,151
| – | – | 0.1% | 121 |
|
|
2025
Q1 | $1.68M | Hold |
3,151
| – | – | 0.1% | 125 |
|
|
2024
Q4 | $1.79M | Sell |
3,151
-134
| -4% | -$76.3K | 0.11% | 117 |
|
|
2024
Q3 | $1.87M | Buy |
3,285
+118
| +4% | +$67.2K | 0.11% | 120 |
|
|
2024
Q2 | $1.69M | Hold |
3,167
| – | – | 0.11% | 122 |
|
|
2024
Q1 | $1.76M | Sell |
3,167
-100
| -3% | -$55.6K | 0.12% | 115 |
|
|
2023
Q4 | $1.66M | Hold |
3,267
| – | – | 0.12% | 112 |
|
|
2023
Q3 | $1.49M | Sell |
3,267
-65
| -2% | -$29.7K | 0.12% | 121 |
|
|
2023
Q2 | $1.6M | Sell |
3,332
-40
| -1% | -$19.2K | 0.12% | 119 |
|
|
2023
Q1 | $1.55M | Hold |
3,372
| – | – | 0.12% | 118 |
|
|
2022
Q4 | $1.49M | Hold |
3,372
| – | – | 0.13% | 117 |
|
|
2022
Q3 | $1.35M | Sell |
3,372
-21
| -0.6% | -$8.43K | 0.13% | 111 |
|
|
2022
Q2 | $1.4M | Hold |
3,393
| – | – | 0.12% | 114 |
|
|
2022
Q1 | $1.66M | Hold |
3,393
| – | – | 0.13% | 112 |
|
|
2021
Q4 | $1.76M | Hold |
3,393
| – | – | 0.13% | 114 |
|
|
2021
Q3 | $1.63M | Hold |
3,393
| – | – | 0.13% | 113 |
|
|
2021
Q2 | $1.67M | Hold |
3,393
| – | – | 0.14% | 113 |
|
|
2021
Q1 | $1.62M | Hold |
3,393
| – | – | 0.14% | 119 |
|
|
2020
Q4 | $1.43M | Sell |
3,393
-975
| -22% | -$409K | 0.19% | 107 |
|
|
2020
Q3 | $1.48M | Hold |
4,368
| – | – | 0.33% | 60 |
|
|
2020
Q2 | $1.42M | Sell |
4,368
-30
| -0.7% | -$9.73K | 0.35% | 59 |
|
|
2020
Q1 | $1.16M | Sell |
4,398
-193
| -4% | -$50.7K | 0.35% | 59 |
|
|
2019
Q4 | $1.72M | Sell |
4,591
-75
| -2% | -$28.1K | 0.4% | 57 |
|
|
2019
Q3 | $1.65M | Hold |
4,666
| – | – | 0.42% | 55 |
|
|
2019
Q2 | $1.66M | Hold |
4,666
| – | – | 0.45% | 54 |
|
|
2019
Q1 | $1.61M | Sell |
4,666
-111
| -2% | -$38.3K | 0.45% | 52 |
|
|
2018
Q4 | $1.45M | Sell |
4,777
-120
| -2% | -$36.3K | 0.48% | 56 |
|
|
2018
Q3 | $1.8M | Buy |
4,897
+75
| +2% | +$27.6K | 0.53% | 51 |
|
|
2018
Q2 | $1.71M | Sell |
4,822
-1,250
| -21% | -$444K | 0.55% | 48 |
|
|
2018
Q1 | $2.08M | Hold |
6,072
| – | – | 0.68% | 38 |
|
|
2017
Q4 | $2.1M | Sell |
6,072
-1,708
| -22% | -$590K | 0.72% | 40 |
|
|
2017
Q3 | $2.54M | Sell |
7,780
-40
| -0.5% | -$13.1K | 0.97% | 24 |
|
|
2017
Q2 | $2.48M | Sell |
7,820
-164
| -2% | -$52.1K | 1.1% | 27 |
|
|
2017
Q1 | $2.49M | Hold |
7,984
| – | – | 1.16% | 26 |
|
|
2016
Q4 | $2.41M | Sell |
7,984
-10
| -0.1% | -$3.02K | 1.22% | 22 |
|
|
2016
Q3 | $2.26M | Hold |
7,994
| – | – | 1.16% | 27 |
|
|
2016
Q2 | $2.18M | Sell |
7,994
-27
| -0.3% | -$7.35K | 1.13% | 31 |
|
|
2016
Q1 | $2.11M | Hold |
8,021
| – | – | 1.17% | 26 |
|
|
2015
Q4 | $2.04M | Buy |
8,021
+108
| +1% | +$27.4K | 1.17% | 28 |
|
|
2015
Q3 | $1.97M | Buy |
7,913
+27
| +0.3% | +$6.72K | 1.23% | 25 |
|
|
2015
Q2 | $2.15M | Hold |
7,886
| – | – | 1.17% | 21 |
|
|
2015
Q1 | $2.19M | Hold |
7,886
| – | – | 1.41% | 16 |
|
|
2014
Q4 | $2.08M | Sell |
7,886
-1,000
| -11% | -$264K | 1.63% | 13 |
|
|
2014
Q3 | $2.22M | Buy |
+8,886
| New | +$2.22M | 2.1% | 8 |
|
|
2014
Q2 | – | Sell |
-8,949
| Closed | -$2.24M | – | 94 |
|
|
2014
Q1 | $2.24M | Hold |
8,949
| – | – | 2.44% | 7 |
|
|
2013
Q4 | $2.19M | Hold |
8,949
| – | – | 2.13% | 9 |
|
|
2013
Q3 | $2.03M | Sell |
8,949
-278
| -3% | -$62.9K | 2.4% | 14 |
|
|
2013
Q2 | $1.94M | Buy |
+9,227
| New | +$1.94M | 2.93% | 12 |
|