Nicholas Hoffman & Company’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 | $274K | Buy |
483
+100
| +26% | +$56.6K | 0.01% | 266 |
|
|
2025
Q1 | $204K | Hold |
383
| – | – | 0.01% | 276 |
|
|
2024
Q4 | $218K | Hold |
383
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $218K | Hold |
383
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $205K | Hold |
383
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $213K | Buy |
+383
| New | +$213K | 0.01% | 275 |
|
|
2021
Q1 | – | Sell |
-483
| Closed | -$203K | – | 246 |
|
|
2020
Q4 | $203K | Buy |
+483
| New | +$203K | 0.05% | 215 |
|