Operose 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 | $186K | Hold |
329
| – | – | 0.05% | 139 |
|
2025
Q1 | $176K | Hold |
329
| – | – | 0.06% | 127 |
|
2024
Q4 | $187K | Hold |
329
| – | – | 0.06% | 125 |
|
2024
Q3 | $187K | Hold |
329
| – | – | 0.06% | 147 |
|
2024
Q2 | $176K | Hold |
329
| – | – | 0.06% | 146 |
|
2024
Q1 | $183K | Hold |
329
| – | – | 0.06% | 160 |
|
2023
Q4 | $167K | Buy |
+329
| New | +$167K | 0.07% | 123 |
|
2022
Q1 | – | Sell |
-145
| Closed | -$75K | – | 332 |
|
2021
Q4 | $75K | Buy |
+145
| New | +$75K | 0.06% | 110 |
|