Obermeyer Wealth Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.69M | Buy |
|
|||||
|
2025
Q2 | $1.12M | Buy |
|
|||||
|
2025
Q1 | $600K | Sell |
|
|||||
|
2024
Q4 | $653K | Hold |
|
|||||
|
2024
Q3 | $653K | Hold |
|
|||||
|
2024
Q2 | $613K | Sell |
|
|||||
|
2024
Q1 | $655K | Buy |
|
|||||
|
2023
Q4 | $592K | Hold |
|
|||||
|
2023
Q3 | $533K | Hold |
|
|||||
|
2023
Q2 | $559K | Hold |
|
|||||
|
2023
Q1 | $535K | Hold |
|
|||||
|
2022
Q4 | $517K | Buy |
|
|||||
|
2022
Q3 | $460K | Hold |
|
|||||
|
2022
Q2 | $474K | Sell |
|
|||||
|
2022
Q1 | $564K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $201K | Buy |
|