New England Private Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

New England Private Wealth Advisors’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.75M	Hold	4,721	–	–	0.4%	52
2025 Q1	$2.52M	Hold	4,721	–	–	0.39%	53
2024 Q4	$2.69M	Hold	4,721	–	–	0.43%	50
2024 Q3	$2.69M	Hold	4,721	–	–	0.43%	49
2024 Q2	$2.53M	Buy	4,721 +1	+0%	+$535	0.44%	49
2024 Q1	$2.63M	Hold	4,720	–	–	0.46%	47
2023 Q4	$2.39M	Hold	4,720	–	–	0.44%	47
2023 Q3	$2.16M	Buy	4,720 +2	+0%	+$913	0.45%	46
2023 Q2	$2.26M	Hold	4,718	–	–	0.46%	45
2023 Q1	$2.16M	Buy	4,718 +1	+0%	+$458	0.44%	43
2022 Q4	$2.09M	Buy	4,717 +305	+7%	+$135K	0.44%	43
2022 Q3	$1.77M	Buy	4,412 +1	+0%	+$402	0.42%	40
2022 Q2	$2.16M	Hold	4,411	–	–	0.4%	43
2022 Q1	$2.16M	Hold	4,411	–	–	0.4%	43
2021 Q4	$2.28M	Buy	4,411 +1	+0%	+$518	0.4%	42
2021 Q3	$2.12M	Hold	4,410	–	–	0.4%	42
2021 Q2	$2.17M	Buy	4,410 +202	+5%	+$99.2K	0.41%	39
2021 Q1	$2M	Buy	4,208 +21	+0.5%	+$10K	0.35%	46
2020 Q4	$1.76M	Hold	4,187	–	–	0.39%	43
2020 Q3	$1.42M	Hold	4,187	–	–	0.36%	43
2020 Q2	$1.36M	Hold	4,187	–	–	0.37%	41
2020 Q1	$1.1M	Hold	4,187	–	–	0.37%	41
2019 Q4	$1.57M	Hold	4,187	–	–	0.41%	44
2019 Q3	$1.48M	Hold	4,187	–	–	0.36%	47
2019 Q2	$1.49M	Hold	4,187	–	–	0.36%	48
2019 Q1	$1.45M	Hold	4,187	–	–	0.37%	46
2018 Q4	$1.27M	Hold	4,187	–	–	0.37%	48
2018 Q3	$1.54M	Hold	4,187	–	–	0.41%	44
2018 Q2	$1.49M	Hold	4,187	–	–	0.42%	46
2018 Q1	$1.43M	Hold	4,187	–	–	0.4%	48
2017 Q4	$1.45M	Hold	4,187	–	–	0.41%	48
2017 Q3	$1.37M	Hold	4,187	–	–	0.41%	47
2017 Q2	$1.33M	Hold	4,187	–	–	0.41%	46
2017 Q1	$1.31M	Hold	4,187	–	–	0.42%	46
2016 Q4	$1.26M	Hold	4,187	–	–	0.44%	45
2016 Q3	$1.18M	Hold	4,187	–	–	0.43%	46
2016 Q2	$1.14M	Hold	4,187	–	–	0.44%	46
2016 Q1	$1.1M	Hold	4,187	–	–	0.45%	46
2015 Q4	$1.06M	Hold	4,187	–	–	0.42%	44
2015 Q3	$1.04M	Hold	4,187	–	–	0.44%	43
2015 Q2	$1.14M	Hold	4,187	–	–	0.43%	43
2015 Q1	$1.16M	Hold	4,187	–	–	0.45%	40
2014 Q4	$1.11M	Hold	4,187	–	–	0.44%	45
2014 Q3	$1.04M	Hold	4,187	–	–	0.42%	45
2014 Q2	$1.09M	Hold	4,187	–	–	0.45%	44
2014 Q1	$1.05M	Hold	4,187	–	–	0.44%	43
2013 Q4	$1.02M	Hold	4,187	–	–	0.46%	41
2013 Q3	$948K	Hold	4,187	–	–	0.5%	38
2013 Q2	$880K	Buy	+4,187	New	+$880K	0.55%	32