Mount Yale 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 | $175K | Buy |
+309
| New | +$175K | 0.01% | 558 |
|
|
2024
Q2 | – | Sell |
-530
| Closed | -$295K | – | 557 |
|
|
2024
Q1 | $295K | Buy |
+530
| New | +$295K | 0.02% | 454 |
|
|
2023
Q1 | – | Sell |
-877
| Closed | -$388K | – | 512 |
|
|
2022
Q4 | $388K | Buy |
+877
| New | +$388K | 0.04% | 312 |
|
|
2018
Q4 | – | Sell |
-255
| Closed | -$89K | – | 580 |
|
|
2018
Q3 | $89K | Hold |
255
| – | – | 0.02% | 476 |
|
|
2018
Q2 | $91K | Hold |
255
| – | – | 0.02% | 491 |
|
|
2018
Q1 | $87K | Buy |
+255
| New | +$87K | 0.02% | 495 |
|