MRA Advisory Group’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 | – | Sell |
-494
| Closed | -$281K | – | 142 |
|
|
2024
Q4 | $281K | Hold |
494
| – | – | 0.15% | 78 |
|
|
2024
Q3 | $281K | Hold |
494
| – | – | 0.15% | 72 |
|
|
2024
Q2 | $264K | Hold |
494
| – | – | 0.15% | 77 |
|
|
2024
Q1 | $275K | Hold |
494
| – | – | 0.16% | 72 |
|
|
2023
Q4 | $251K | Hold |
494
| – | – | 0.17% | 76 |
|
|
2023
Q3 | $226K | Sell |
494
-46
| -9% | -$21K | 0.16% | 101 |
|
|
2023
Q2 | $259K | Hold |
540
| – | – | 0.18% | 104 |
|
|
2023
Q1 | $248K | Hold |
540
| – | – | 0.18% | 101 |
|
|
2022
Q4 | $239K | Sell |
540
-3
| -0.6% | -$1.33K | 0.19% | 89 |
|
|
2022
Q3 | $224K | Sell |
543
-71
| -12% | -$29.3K | 0.19% | 87 |
|
|
2022
Q2 | $254K | Hold |
614
| – | – | 0.22% | 83 |
|
|
2022
Q1 | $301K | Sell |
614
-3
| -0.5% | -$1.47K | 0.23% | 77 |
|
|
2021
Q4 | $319K | Sell |
617
-44
| -7% | -$22.7K | 0.25% | 77 |
|
|
2021
Q3 | $318K | Sell |
661
-19
| -3% | -$9.14K | 0.27% | 81 |
|
|
2021
Q2 | $334K | Hold |
680
| – | – | 0.29% | 75 |
|
|
2021
Q1 | $324K | Hold |
680
| – | – | 0.31% | 71 |
|
|
2020
Q4 | $286K | Buy |
+680
| New | +$286K | 0.28% | 77 |
|