Oldfather Financial 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 | $30.2M | Buy |
53,275
+1,353
| +3% | +$766K | 10.37% | 2 |
|
|
2025
Q1 | $27.7M | Buy |
51,922
+333
| +0.6% | +$178K | 10.51% | 2 |
|
|
2024
Q4 | $29.4M | Sell |
51,589
-200
| -0.4% | -$114K | 11.2% | 2 |
|
|
2024
Q3 | $29.5M | Sell |
51,789
-239
| -0.5% | -$136K | 11.35% | 2 |
|
|
2024
Q2 | $27.8M | Buy |
52,028
+127
| +0.2% | +$68K | 11.42% | 2 |
|
|
2024
Q1 | $28.9M | Buy |
51,901
+483
| +0.9% | +$269K | 11.89% | 2 |
|
|
2023
Q4 | $26.1M | Buy |
51,418
+789
| +2% | +$400K | 11.63% | 2 |
|
|
2023
Q3 | $23.1M | Buy |
50,629
+2,018
| +4% | +$922K | 11.73% | 2 |
|
|
2023
Q2 | $23.3M | Buy |
48,611
+964
| +2% | +$462K | 11.38% | 2 |
|
|
2023
Q1 | $21.8M | Buy |
47,647
+1,819
| +4% | +$834K | 11.29% | 2 |
|
|
2022
Q4 | $20.3M | Buy |
45,828
+159
| +0.3% | +$70.4K | 11.56% | 2 |
|
|
2022
Q3 | $18.3M | Buy |
45,669
+1,260
| +3% | +$506K | 11.5% | 2 |
|
|
2022
Q2 | $19.8M | Sell |
44,409
-112
| -0.3% | -$49.9K | 11.29% | 2 |
|
|
2022
Q1 | $20.9M | Buy |
44,521
+1,400
| +3% | +$656K | 11.33% | 2 |
|
|
2021
Q4 | $21.2M | Buy |
43,121
+1,362
| +3% | +$671K | 11.16% | 2 |
|
|
2021
Q3 | $22.1M | Buy |
41,759
+372
| +0.9% | +$197K | 11.35% | 2 |
|
|
2021
Q2 | $20.5M | Buy |
41,387
+334
| +0.8% | +$166K | 11.22% | 2 |
|
|
2021
Q1 | $19.9M | Sell |
41,053
-1,790
| -4% | -$867K | 11.44% | 2 |
|
|
2020
Q4 | $19.3M | Sell |
42,843
-50
| -0.1% | -$22.6K | 11.47% | 2 |
|
|
2020
Q3 | $15.5M | Buy |
42,893
+659
| +2% | +$238K | 11.04% | 2 |
|
|
2020
Q2 | $14.4M | Sell |
42,234
-173
| -0.4% | -$59.2K | 11.2% | 2 |
|
|
2020
Q1 | $12.4M | Buy |
42,407
+6,247
| +17% | +$1.83M | 11.78% | 2 |
|
|
2019
Q4 | $13.5M | Buy |
+36,160
| New | +$13.5M | 12.51% | 2 |
|