Orion Capital Management’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 | $401K | Hold |
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|
2025
Q2 | $382K | Hold |
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|
2025
Q1 | $359K | Hold |
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|
2024
Q4 | $384K | Hold |
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|
2024
Q3 | $384K | Hold |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $383K | Hold |
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|
2021
Q3 | $356K | Hold |
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|
2021
Q2 | $363K | Hold |
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|
2021
Q1 | $352K | Hold |
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|
2020
Q4 | $311K | Buy |
|