Peak Planning Group’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $676K | Sell |
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|
2025
Q4 | $728K | Sell |
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|
2025
Q3 | $738K | Sell |
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|
2025
Q2 | $713K | Sell |
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|
2025
Q1 | $689K | Sell |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $836K | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $914K | Sell |
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|
2023
Q4 | $866K | Sell |
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|
2023
Q3 | $790K | Buy |
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|
2023
Q2 | $816K | Buy |
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|
2023
Q1 | $683K | Buy |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $362K | Buy |
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|
2021
Q1 | $401K | Hold |
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|
2020
Q4 | $353K | Hold |
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|
2020
Q3 | $285K | Buy |
|