NewEdge 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 | $395K | Sell |
692
-392
| -36% | -$224K | 0.01% | 762 |
|
|
2025
Q1 | $578K | Sell |
1,084
-12,991
| -92% | -$6.93M | 0.01% | 611 |
|
|
2024
Q4 | $8.02M | Buy |
14,075
+13,073
| +1,305% | +$7.45M | 0.14% | 133 |
|
|
2024
Q3 | $571K | Buy |
1,002
+163
| +19% | +$92.9K | 0.01% | 592 |
|
|
2024
Q2 | $449K | Buy |
839
+129
| +18% | +$69K | 0.01% | 569 |
|
|
2024
Q1 | $376K | Sell |
710
-51
| -7% | -$27K | 0.01% | 620 |
|
|
2023
Q4 | $386K | Buy |
761
+114
| +18% | +$57.9K | 0.01% | 559 |
|
|
2023
Q3 | $296K | Buy |
+647
| New | +$296K | 0.01% | 549 |
|
|
2023
Q1 | – | Sell |
-5,532
| Closed | -$2.45M | – | 633 |
|
|
2022
Q4 | $2.45M | Buy |
+5,532
| New | +$2.45M | 0.11% | 182 |
|
|
2022
Q1 | – | Sell |
-3,203
| Closed | -$1.66M | – | 429 |
|
|
2021
Q4 | $1.66M | Buy |
+3,203
| New | +$1.66M | 0.07% | 186 |
|