Monterey Private 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
Q1 | $346K | Hold |
649
| – | – | 0.1% | 87 |
|
|
2024
Q4 | $370K | Hold |
649
| – | – | 0.12% | 81 |
|
|
2024
Q3 | $370K | Hold |
649
| – | – | 0.13% | 76 |
|
|
2024
Q2 | $347K | Hold |
649
| – | – | 0.13% | 73 |
|
|
2024
Q1 | $361K | Hold |
649
| – | – | 0.15% | 67 |
|
|
2023
Q4 | $329K | Hold |
649
| – | – | 0.15% | 69 |
|
|
2023
Q3 | $296K | Hold |
649
| – | – | 0.15% | 67 |
|
|
2023
Q2 | $311K | Hold |
649
| – | – | 0.15% | 70 |
|
|
2023
Q1 | $298K | Hold |
649
| – | – | 0.15% | 77 |
|
|
2022
Q4 | $287K | Buy |
+649
| New | +$287K | 0.16% | 79 |
|