Patton Albertson Miller Group’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 | $218K | Sell |
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|
2025
Q2 | $361K | Sell |
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|
2025
Q1 | $356K | Hold |
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|
2024
Q4 | $380K | Hold |
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|
2024
Q3 | $381K | Hold |
|
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|
2024
Q2 | $357K | Hold |
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|
2024
Q1 | $372K | Hold |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $331K | Hold |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $367K | Buy |
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|
2021
Q4 | $247K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $36K | Buy |
|