Obermeyer Wealth Partners’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 | $1.12M | Buy |
1,969
+844
| +75% | +$478K | 0.06% | 97 |
|
|
2025
Q1 | $600K | Sell |
1,125
-21
| -2% | -$11.2K | 0.03% | 133 |
|
|
2024
Q4 | $653K | Hold |
1,146
| – | – | 0.03% | 124 |
|
|
2024
Q3 | $653K | Hold |
1,146
| – | – | 0.03% | 127 |
|
|
2024
Q2 | $613K | Sell |
1,146
-32
| -3% | -$17.1K | 0.04% | 130 |
|
|
2024
Q1 | $655K | Buy |
1,178
+11
| +0.9% | +$6.12K | 0.04% | 120 |
|
|
2023
Q4 | $592K | Hold |
1,167
| – | – | 0.04% | 100 |
|
|
2023
Q3 | $533K | Hold |
1,167
| – | – | 0.04% | 107 |
|
|
2023
Q2 | $559K | Hold |
1,167
| – | – | 0.04% | 109 |
|
|
2023
Q1 | $535K | Hold |
1,167
| – | – | 0.04% | 110 |
|
|
2022
Q4 | $517K | Buy |
1,167
+21
| +2% | +$9.3K | 0.04% | 113 |
|
|
2022
Q3 | $460K | Hold |
1,146
| – | – | 0.04% | 120 |
|
|
2022
Q2 | $474K | Sell |
1,146
-4
| -0.3% | -$1.65K | 0.03% | 115 |
|
|
2022
Q1 | $564K | Buy |
+1,150
| New | +$564K | 0.03% | 119 |
|
|
2021
Q1 | – | Sell |
-478
| Closed | -$201K | – | 208 |
|
|
2020
Q4 | $201K | Buy |
+478
| New | +$201K | 0.01% | 152 |
|