Modera Wealth Management’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
Q2 | $5.37M | Sell |
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|
2025
Q1 | $5.1M | Buy |
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|
2024
Q4 | $4.6M | Sell |
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|
2024
Q3 | $4.64M | Sell |
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|
2024
Q2 | $4.52M | Sell |
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|
2024
Q1 | $4.73M | Sell |
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|
2023
Q4 | $4.35M | Sell |
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|
2023
Q3 | $4.19M | Sell |
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|
2023
Q2 | $4.53M | Buy |
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|
2023
Q1 | $3.97M | Sell |
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|
2022
Q4 | $4.36M | Sell |
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|
2022
Q3 | $4.49M | Sell |
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|
2022
Q2 | $4.81M | Sell |
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|
2022
Q1 | $5.89M | Sell |
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|
2021
Q4 | $6.32M | Sell |
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|
2021
Q3 | $5.88M | Sell |
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|
2021
Q2 | $6.16M | Sell |
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|
2021
Q1 | $5.99M | Sell |
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|
2020
Q4 | $5.41M | Sell |
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|
2020
Q3 | $4.41M | Sell |
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|
2020
Q2 | $4.31M | Sell |
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|
2020
Q1 | $3.5M | Sell |
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|
2019
Q4 | $5.07M | Sell |
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|
2019
Q3 | $4.77M | Hold |
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|
2019
Q2 | $4.8M | Sell |
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|
2019
Q1 | $4.7M | Sell |
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|
2018
Q4 | $4.15M | Sell |
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|
2018
Q3 | $5.07M | Hold |
|
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|
2018
Q2 | $4.9M | Sell |
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|
2018
Q1 | $4.8M | Hold |
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|
2017
Q4 | $4.85M | Sell |
|
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|
2017
Q3 | $4.78M | Sell |
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|
2017
Q2 | $4.65M | Sell |
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|
2017
Q1 | $4.58M | Sell |
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|
2016
Q4 | $4.45M | Sell |
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|
2016
Q3 | $4.34M | Sell |
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|
2016
Q2 | $4.21M | Sell |
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|
2016
Q1 | $4.09M | Sell |
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|
2015
Q4 | $3.96M | Sell |
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|
2015
Q3 | $4.19M | Sell |
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|
2015
Q2 | $4.8M | Sell |
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|
2015
Q1 | $4.91M | Sell |
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|
2014
Q4 | $4.77M | Buy |
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|
2014
Q3 | $4.42M | Sell |
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|
2014
Q2 | $4.62M | Sell |
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|
2014
Q1 | $4.65M | Sell |
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|
2013
Q4 | $4.58M | Sell |
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|
2013
Q3 | $4.42M | Sell |
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|
2013
Q2 | $4.39M | Buy |
|