Nicolet Advisory Services’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 | $3.75M | Buy |
6,609
+815
| +14% | +$462K | 0.32% | 48 |
|
|
2025
Q1 | $2.84M | Buy |
5,794
+1,279
| +28% | +$628K | 0.28% | 50 |
|
|
2024
Q4 | $2.55M | Buy |
4,515
+392
| +10% | +$222K | 0.23% | 54 |
|
|
2024
Q3 | $2.33M | Buy |
4,123
+146
| +4% | +$82.3K | 0.22% | 55 |
|
|
2024
Q2 | $2.12M | Buy |
3,977
+6
| +0.2% | +$3.2K | 0.2% | 57 |
|
|
2024
Q1 | $2.18M | Buy |
3,971
+118
| +3% | +$64.8K | 0.22% | 55 |
|
|
2023
Q4 | $1.91M | Buy |
3,853
+3,137
| +438% | +$1.55M | 0.21% | 61 |
|
|
2023
Q3 | $319K | Buy |
716
+19
| +3% | +$8.47K | 0.04% | 216 |
|
|
2023
Q2 | $328K | Buy |
697
+8
| +1% | +$3.77K | 0.04% | 212 |
|
|
2023
Q1 | $308K | Buy |
+689
| New | +$308K | 0.04% | 206 |
|
|
2020
Q3 | – | Sell |
-1,325
| Closed | -$430K | – | 195 |
|
|
2020
Q2 | $430K | Hold |
1,325
| – | – | 0.07% | 122 |
|
|
2020
Q1 | $348K | Buy |
1,325
+612
| +86% | +$161K | 0.06% | 129 |
|
|
2019
Q4 | $268K | Buy |
+713
| New | +$268K | 0.04% | 144 |
|