Naviter 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
Q2 | $492K | Hold |
866
| – | – | 0.06% | 192 |
|
|
2025
Q1 | $462K | Hold |
866
| – | – | 0.06% | 206 |
|
|
2024
Q4 | $495K | Buy |
866
+433
| +100% | +$248K | 0.06% | 207 |
|
|
2024
Q3 | $247K | Hold |
433
| – | – | 0.03% | 215 |
|
|
2024
Q2 | $233K | Hold |
433
| – | – | 0.03% | 209 |
|
|
2024
Q1 | $241K | Hold |
433
| – | – | 0.04% | 206 |
|
|
2023
Q4 | $221K | Buy |
+433
| New | +$221K | 0.04% | 201 |
|