Moneta Group Investment 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 | $2.81M | Buy |
4,964
+189
| +4% | +$107K | 0.03% | 187 |
|
|
2025
Q1 | $2.55M | Sell |
4,775
-3
| -0.1% | -$1.6K | 0.04% | 184 |
|
|
2024
Q4 | $2.72M | Sell |
4,778
-16
| -0.3% | -$9.11K | 0.04% | 178 |
|
|
2024
Q3 | $2.73M | Buy |
4,794
+19
| +0.4% | +$10.8K | 0.04% | 170 |
|
|
2024
Q2 | $2.55M | Buy |
4,775
+65
| +1% | +$34.8K | 0.04% | 169 |
|
|
2024
Q1 | $2.62M | Buy |
4,710
+656
| +16% | +$365K | 0.04% | 167 |
|
|
2023
Q4 | $2.06M | Sell |
4,054
-31
| -0.8% | -$15.7K | 0.04% | 167 |
|
|
2023
Q3 | $1.87M | Sell |
4,085
-72
| -2% | -$32.9K | 0.04% | 167 |
|
|
2023
Q2 | $1.99M | Hold |
4,157
| – | – | 0.04% | 164 |
|
|
2023
Q1 | $1.91M | Buy |
4,157
+405
| +11% | +$186K | 0.05% | 165 |
|
|
2022
Q4 | $1.81M | Sell |
3,752
-52
| -1% | -$25.1K | 0.05% | 156 |
|
|
2022
Q3 | $1.53M | Sell |
3,804
-286
| -7% | -$115K | 0.06% | 152 |
|
|
2022
Q2 | $1.69M | Buy |
4,090
+365
| +10% | +$151K | 0.06% | 154 |
|
|
2022
Q1 | $1.83M | Sell |
3,725
-4,371
| -54% | -$2.14M | 0.07% | 141 |
|
|
2021
Q4 | $4.19M | Buy |
8,096
+4,114
| +103% | +$2.13M | 0.17% | 91 |
|
|
2021
Q3 | $1.92M | Buy |
3,982
+13
| +0.3% | +$6.25K | 0.09% | 131 |
|
|
2021
Q2 | $1.95M | Buy |
3,969
+49
| +1% | +$24.1K | 0.09% | 134 |
|
|
2021
Q1 | $1.87M | Sell |
3,920
-614
| -14% | -$292K | 0.1% | 125 |
|
|
2020
Q4 | $1.9M | Buy |
4,534
+2,976
| +191% | +$1.25M | 0.14% | 102 |
|
|
2020
Q3 | $528K | Buy |
1,558
+36
| +2% | +$12.2K | 0.05% | 159 |
|
|
2020
Q2 | $494K | Sell |
1,522
-114
| -7% | -$37K | 0.05% | 161 |
|
|
2020
Q1 | $430K | Buy |
+1,636
| New | +$430K | 0.04% | 163 |
|
|
2018
Q3 | – | Sell |
-1,040
| Closed | -$369K | – | 309 |
|
|
2018
Q2 | $369K | Buy |
1,040
+939
| +930% | +$333K | 0.04% | 196 |
|
|
2018
Q1 | $35K | Hold |
101
| – | – | ﹤0.01% | 348 |
|
|
2017
Q4 | $35K | Buy |
+101
| New | +$35K | 0.01% | 286 |
|
|
2015
Q4 | – | Sell |
-71
| Closed | -$18K | – | 308 |
|
|
2015
Q3 | $18K | Buy |
+71
| New | +$18K | 0.01% | 340 |
|