OWM
Orgel Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Hold |
1,634
| – | – | 0.02% | 52 |
|
|
2025
Q1 | $872K | Sell |
1,634
-3
| -0.2% | -$1.6K | 0.02% | 49 |
|
|
2024
Q4 | $932K | Buy |
1,637
+31
| +2% | +$17.7K | 0.02% | 47 |
|
|
2024
Q3 | $915K | Buy |
1,606
+338
| +27% | +$193K | 0.02% | 50 |
|
|
2024
Q2 | $678K | Buy |
1,268
+63
| +5% | +$33.7K | 0.02% | 51 |
|
|
2024
Q1 | $670K | Sell |
1,205
-46
| -4% | -$25.6K | 0.02% | 49 |
|
|
2023
Q4 | $635K | Buy |
1,251
+4
| +0.3% | +$2.03K | 0.02% | 49 |
|
|
2023
Q3 | $569K | Sell |
1,247
-144
| -10% | -$65.8K | 0.02% | 49 |
|
|
2023
Q2 | $666K | Sell |
1,391
-93
| -6% | -$44.5K | 0.02% | 48 |
|
|
2023
Q1 | $680K | Sell |
1,484
-1
| -0.1% | -$458 | 0.02% | 47 |
|
|
2022
Q4 | $658K | Sell |
1,485
-143
| -9% | -$63.3K | 0.03% | 48 |
|
|
2022
Q3 | $654K | Buy |
1,628
+13
| +0.8% | +$5.22K | 0.03% | 41 |
|
|
2022
Q2 | $668K | Hold |
1,615
| – | – | 0.04% | 36 |
|
|
2022
Q1 | $792K | Hold |
1,615
| – | – | 0.05% | 29 |
|
|
2021
Q4 | $836K | Sell |
1,615
-8
| -0.5% | -$4.14K | 0.08% | 28 |
|
|
2021
Q3 | $780K | Hold |
1,623
| – | – | 0.09% | 27 |
|
|
2021
Q2 | $797K | Hold |
1,623
| – | – | 0.1% | 27 |
|
|
2021
Q1 | $773K | Hold |
1,623
| – | – | 0.11% | 25 |
|
|
2020
Q4 | $682K | Hold |
1,623
| – | – | 0.14% | 23 |
|
|
2020
Q3 | $550K | Hold |
1,623
| – | – | 0.15% | 24 |
|
|
2020
Q2 | $527K | Hold |
1,623
| – | – | 0.2% | 24 |
|
|
2020
Q1 | $427K | Hold |
1,623
| – | – | 0.17% | 23 |
|
|
2019
Q4 | $609K | Hold |
1,623
| – | – | 0.17% | 26 |
|
|
2019
Q3 | $572K | Buy |
1,623
+50
| +3% | +$17.6K | 0.21% | 23 |
|
|
2019
Q2 | $558K | Sell |
1,573
-311
| -17% | -$110K | 0.22% | 20 |
|
|
2019
Q1 | $651K | Hold |
1,884
| – | – | 0.22% | 21 |
|
|
2018
Q4 | $570K | Hold |
1,884
| – | – | 0.17% | 23 |
|
|
2018
Q3 | $692K | Hold |
1,884
| – | – | 0.3% | 20 |
|
|
2018
Q2 | $669K | Sell |
1,884
-370
| -16% | -$131K | 0.17% | 20 |
|
|
2018
Q1 | $770K | Hold |
2,254
| – | – | 0.19% | 17 |
|
|
2017
Q4 | $779K | Buy |
2,254
+370
| +20% | +$128K | 0.19% | 16 |
|
|
2017
Q3 | $615K | Buy |
+1,884
| New | +$615K | 0.21% | 8 |
|