Osborne Partners 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 | $1.44M | Sell |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $3.15M | Buy |
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|
2021
Q4 | $2.58M | Buy |
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|
2021
Q3 | $2.22M | Buy |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.71M | Sell |
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|
2020
Q4 | $1.6M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $869K | Buy |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $699K | Buy |
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|
2019
Q2 | $576K | Buy |
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|
2019
Q1 | $509K | Buy |
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|
2018
Q4 | $408K | Sell |
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|
2018
Q3 | $523K | Sell |
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|
2018
Q2 | $536K | Buy |
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|
2018
Q1 | $505K | Buy |
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|
2017
Q4 | $509K | Buy |
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|
2017
Q3 | $439K | Sell |
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|
2017
Q2 | $450K | Buy |
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|
2017
Q1 | $243K | Hold |
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|
2016
Q4 | $234K | Sell |
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|
2016
Q3 | $250K | Hold |
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|
2016
Q2 | $241K | Sell |
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|
2016
Q1 | $418K | Hold |
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|
2015
Q4 | $404K | Buy |
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|
2015
Q3 | $364K | Buy |
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|
2015
Q2 | $394K | Buy |
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|
2015
Q1 | $242K | Buy |
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|
2014
Q4 | $222K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $201K | Sell |
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|
2014
Q1 | $242K | Sell |
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|
2013
Q4 | $243K | Buy |
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|
2013
Q3 | $219K | Buy |
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