Mount Yale Investment Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2M | Buy |
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|
2025
Q4 | $238K | Sell |
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|
2025
Q3 | $277K | Buy |
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|
2025
Q2 | $175K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $388K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $89K | Hold |
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|
2018
Q2 | $91K | Hold |
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|
2018
Q1 | $87K | Buy |
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