Mutual 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 | $496K | Buy |
843
+4
| +0.5% | +$2.35K | 0.01% | 781 |
|
|
2025
Q1 | $434K | Sell |
839
-2,918
| -78% | -$1.51M | 0.01% | 773 |
|
|
2024
Q4 | $2.21M | Buy |
3,757
+21
| +0.6% | +$12.4K | 0.06% | 262 |
|
|
2024
Q3 | $2.13M | Buy |
3,736
+2,902
| +348% | +$1.66M | 0.06% | 265 |
|
|
2024
Q2 | $467K | Buy |
834
+105
| +14% | +$58.9K | 0.01% | 730 |
|
|
2024
Q1 | $406K | Sell |
729
-79
| -10% | -$44K | 0.01% | 768 |
|
|
2023
Q4 | $410K | Sell |
808
-6,195
| -88% | -$3.14M | 0.01% | 709 |
|
|
2023
Q3 | $3.2M | Buy |
7,003
+6,233
| +809% | +$2.85M | 0.12% | 168 |
|
|
2023
Q2 | $369K | Sell |
770
-289
| -27% | -$138K | 0.01% | 733 |
|
|
2023
Q1 | $486K | Buy |
1,059
+462
| +77% | +$212K | 0.02% | 634 |
|
|
2022
Q4 | $264K | Buy |
+597
| New | +$264K | 0.01% | 779 |
|
|
2022
Q2 | – | Sell |
-415
| Closed | -$204K | – | 874 |
|
|
2022
Q1 | $204K | Sell |
415
-89
| -18% | -$43.7K | 0.01% | 822 |
|
|
2021
Q4 | $261K | Sell |
504
-10,593
| -95% | -$5.49M | 0.01% | 775 |
|
|
2021
Q3 | $5.34M | Sell |
11,097
-4,091
| -27% | -$1.97M | 0.32% | 68 |
|
|
2021
Q2 | $7.46M | Buy |
15,188
+1,980
| +15% | +$972K | 0.44% | 42 |
|
|
2021
Q1 | $6.29M | Buy |
13,208
+12,623
| +2,158% | +$6.01M | 0.43% | 51 |
|
|
2020
Q4 | $246K | Buy |
+585
| New | +$246K | 0.02% | 647 |
|
|
2020
Q3 | – | Sell |
-697
| Closed | -$226K | – | 685 |
|
|
2020
Q2 | $226K | Buy |
+697
| New | +$226K | 0.02% | 569 |
|
|
2020
Q1 | – | Sell |
-660
| Closed | -$248K | – | 614 |
|
|
2019
Q4 | $248K | Buy |
+660
| New | +$248K | 0.03% | 510 |
|
|
2019
Q3 | – | Sell |
-738
| Closed | -$262K | – | 572 |
|
|
2019
Q2 | $262K | Buy |
738
+69
| +10% | +$24.5K | 0.03% | 469 |
|
|
2019
Q1 | $231K | Buy |
+669
| New | +$231K | 0.03% | 419 |
|
|
2018
Q4 | – | Sell |
-676
| Closed | -$248K | – | 469 |
|
|
2018
Q3 | $248K | Sell |
676
-121
| -15% | -$44.4K | 0.04% | 407 |
|
|
2018
Q2 | $283K | Buy |
+797
| New | +$283K | 0.06% | 339 |
|