OneDigital Investment Advisors’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 | $3.74M | Sell |
6,597
-295
| -4% | -$167K | 0.04% | 285 |
|
|
2025
Q1 | $3.68M | Sell |
6,892
-220
| -3% | -$117K | 0.04% | 282 |
|
|
2024
Q4 | $4.05M | Hold |
7,112
| – | – | 0.05% | 276 |
|
|
2024
Q3 | $4.05M | Buy |
7,112
+7
| +0.1% | +$3.99K | 0.05% | 281 |
|
|
2024
Q2 | $3.8M | Sell |
7,105
-593
| -8% | -$317K | 0.05% | 279 |
|
|
2024
Q1 | $4.28M | Buy |
7,698
+740
| +11% | +$412K | 0.07% | 215 |
|
|
2023
Q4 | $3.53M | Sell |
6,958
-175
| -2% | -$88.8K | 0.06% | 226 |
|
|
2023
Q3 | $3.26M | Sell |
7,133
-284
| -4% | -$130K | 0.07% | 206 |
|
|
2023
Q2 | $3.55M | Sell |
7,417
-21
| -0.3% | -$10.1K | 0.08% | 189 |
|
|
2023
Q1 | $3.41M | Buy |
7,438
+576
| +8% | +$264K | 0.08% | 187 |
|
|
2022
Q4 | $3.04M | Buy |
6,862
+1,606
| +31% | +$711K | 0.09% | 188 |
|
|
2022
Q3 | $2.11M | Buy |
5,256
+159
| +3% | +$63.9K | 0.08% | 179 |
|
|
2022
Q2 | $2.11M | Buy |
5,097
+85
| +2% | +$35.2K | 0.09% | 150 |
|
|
2022
Q1 | $2.46M | Buy |
5,012
+78
| +2% | +$38.3K | 0.09% | 145 |
|
|
2021
Q4 | $2.55M | Sell |
4,934
-24
| -0.5% | -$12.4K | 0.09% | 139 |
|
|
2021
Q3 | $2.38M | Sell |
4,958
-15
| -0.3% | -$7.21K | 0.09% | 137 |
|
|
2021
Q2 | $2.44M | Sell |
4,973
-23
| -0.5% | -$11.3K | 0.1% | 133 |
|
|
2021
Q1 | $2.38M | Buy |
4,996
+429
| +9% | +$204K | 0.11% | 129 |
|
|
2020
Q4 | $1.92M | Sell |
4,567
-268
| -6% | -$113K | 0.1% | 144 |
|
|
2020
Q3 | $1.64M | Sell |
4,835
-2,789
| -37% | -$945K | 0.11% | 141 |
|
|
2020
Q2 | $2.47M | Buy |
7,624
+676
| +10% | +$219K | 0.18% | 115 |
|
|
2020
Q1 | $1.83M | Sell |
6,948
-109
| -2% | -$28.6K | 0.16% | 127 |
|
|
2019
Q4 | $2.65M | Sell |
7,057
-25
| -0.4% | -$9.38K | 0.21% | 107 |
|
|
2019
Q3 | $2.5M | Buy |
7,082
+1,864
| +36% | +$657K | 0.22% | 101 |
|
|
2019
Q2 | $1.85M | Buy |
5,218
+3,632
| +229% | +$1.29M | 0.14% | 96 |
|
|
2019
Q1 | $548K | Sell |
1,586
-916
| -37% | -$316K | 0.08% | 161 |
|
|
2018
Q4 | $757K | Buy |
+2,502
| New | +$757K | 0.13% | 122 |
|
|
2018
Q3 | – | Sell |
-850
| Closed | -$302K | – | 1124 |
|
|
2018
Q2 | $302K | Sell |
850
-162
| -16% | -$57.6K | 0.06% | 166 |
|
|
2018
Q1 | $346K | Buy |
1,012
+4
| +0.4% | +$1.37K | 0.08% | 166 |
|
|
2017
Q4 | $348K | Sell |
1,008
-11
| -1% | -$3.8K | 0.04% | 166 |
|
|
2017
Q3 | $333K | Buy |
1,019
+6
| +0.6% | +$1.96K | 0.12% | 105 |
|
|
2017
Q2 | $322K | Buy |
+1,013
| New | +$322K | 0.1% | 152 |
|