Patton Albertson Miller Group’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 | $361K | Sell |
638
-30
| -4% | -$17K | 0.05% | 173 |
|
|
2025
Q1 | $356K | Hold |
668
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $380K | Hold |
668
| – | – | 0.05% | 163 |
|
|
2024
Q3 | $381K | Hold |
668
| – | – | 0.05% | 160 |
|
|
2024
Q2 | $357K | Hold |
668
| – | – | 0.05% | 157 |
|
|
2024
Q1 | $372K | Hold |
668
| – | – | 0.06% | 157 |
|
|
2023
Q4 | $339K | Sell |
668
-80
| -11% | -$40.6K | 0.06% | 163 |
|
|
2023
Q3 | $342K | Hold |
748
| – | – | 0.07% | 160 |
|
|
2023
Q2 | $358K | Hold |
748
| – | – | 0.07% | 156 |
|
|
2023
Q1 | $343K | Hold |
748
| – | – | 0.06% | 167 |
|
|
2022
Q4 | $331K | Hold |
748
| – | – | 0.06% | 170 |
|
|
2022
Q3 | $300K | Hold |
748
| – | – | 0.06% | 172 |
|
|
2022
Q2 | $309K | Hold |
748
| – | – | 0.06% | 180 |
|
|
2022
Q1 | $367K | Buy |
748
+270
| +56% | +$132K | 0.06% | 183 |
|
|
2021
Q4 | $247K | Buy |
+478
| New | +$247K | 0.04% | 235 |
|
|
2018
Q4 | – | Sell |
-111
| Closed | -$36K | – | 211 |
|
|
2018
Q3 | $36K | Buy |
+111
| New | +$36K | 0.02% | 192 |
|