Pinnacle Wealth Management Advisory 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 | $6.22M | Sell |
10,982
-400
| -4% | -$227K | 0.52% | 49 |
|
|
2025
Q1 | $6.07M | Sell |
11,382
-236
| -2% | -$126K | 0.57% | 43 |
|
|
2024
Q4 | $6.62M | Buy |
11,618
+7
| +0.1% | +$3.99K | 0.62% | 34 |
|
|
2024
Q3 | $6.61M | Buy |
11,611
+124
| +1% | +$70.6K | 0.63% | 34 |
|
|
2024
Q2 | $6.15M | Buy |
11,487
+5
| +0% | +$2.68K | 0.63% | 34 |
|
|
2024
Q1 | $6.39M | Buy |
11,482
+32
| +0.3% | +$17.8K | 0.69% | 33 |
|
|
2023
Q4 | $5.81M | Sell |
11,450
-24
| -0.2% | -$12.2K | 0.68% | 34 |
|
|
2023
Q3 | $5.24M | Sell |
11,474
-252
| -2% | -$115K | 0.68% | 35 |
|
|
2023
Q2 | $5.62M | Buy |
11,726
+85
| +0.7% | +$40.7K | 0.7% | 34 |
|
|
2023
Q1 | $5.34M | Buy |
11,641
+125
| +1% | +$57.3K | 0.72% | 32 |
|
|
2022
Q4 | $5.1M | Sell |
11,516
-290
| -2% | -$128K | 0.77% | 32 |
|
|
2022
Q3 | $4.74M | Sell |
11,806
-6
| -0.1% | -$2.41K | 0.79% | 31 |
|
|
2022
Q2 | $4.88M | Sell |
11,812
-40
| -0.3% | -$16.5K | 0.79% | 29 |
|
|
2022
Q1 | $5.81M | Sell |
11,852
-620
| -5% | -$304K | 0.84% | 26 |
|
|
2021
Q4 | $6.46M | Buy |
12,472
+155
| +1% | +$80.2K | 1.06% | 22 |
|
|
2021
Q3 | $5.92M | Sell |
12,317
-210
| -2% | -$101K | 1.39% | 19 |
|
|
2021
Q2 | $6.15M | Buy |
12,527
+140
| +1% | +$68.7K | 1.44% | 18 |
|
|
2021
Q1 | $5.9M | Buy |
12,387
+35
| +0.3% | +$16.7K | 1.66% | 17 |
|
|
2020
Q4 | $5.19M | Sell |
12,352
-205
| -2% | -$86.1K | 1.58% | 18 |
|
|
2020
Q3 | $4.26M | Buy |
12,557
+52
| +0.4% | +$17.6K | 1.48% | 18 |
|
|
2020
Q2 | $4.06M | Sell |
12,505
-2,937
| -19% | -$953K | 1.51% | 18 |
|
|
2020
Q1 | $4.06M | Sell |
15,442
-3,855
| -20% | -$1.01M | 1.97% | 16 |
|
|
2019
Q4 | $7.24M | Sell |
19,297
-169
| -0.9% | -$63.4K | 2.71% | 6 |
|
|
2019
Q3 | $6.86M | Sell |
19,466
-500
| -3% | -$176K | 2.87% | 4 |
|
|
2019
Q2 | $7.08M | Buy |
19,966
+1,085
| +6% | +$385K | 3.01% | 4 |
|
|
2019
Q1 | $6.52M | Buy |
18,881
+495
| +3% | +$171K | 2.94% | 5 |
|
|
2018
Q4 | $5.57M | Sell |
18,386
-1,208
| -6% | -$366K | 3.02% | 5 |
|
|
2018
Q3 | $7.2M | Buy |
19,594
+1,312
| +7% | +$482K | 3.55% | 4 |
|
|
2018
Q2 | $6.49M | Buy |
18,282
+1,072
| +6% | +$381K | 3.49% | 4 |
|
|
2018
Q1 | $5.88M | Sell |
17,210
-215
| -1% | -$73.5K | 3.33% | 5 |
|
|
2017
Q4 | $6.02M | Buy |
17,425
+40
| +0.2% | +$13.8K | 3.33% | 5 |
|
|
2017
Q3 | $5.67M | Hold |
17,385
| – | – | 3.3% | 5 |
|
|
2017
Q2 | $5.52M | Buy |
17,385
+490
| +3% | +$156K | 3.42% | 5 |
|
|
2017
Q1 | $5.28M | Sell |
16,895
-75
| -0.4% | -$23.4K | 3.65% | 4 |
|
|
2016
Q4 | $5.12M | Buy |
16,970
+195
| +1% | +$58.8K | 3.68% | 5 |
|
|
2016
Q3 | $4.74M | Buy |
16,775
+475
| +3% | +$134K | 3.59% | 5 |
|
|
2016
Q2 | $4.44M | Buy |
16,300
+5,572
| +52% | +$1.52M | 3.52% | 6 |
|
|
2016
Q1 | $2.82M | Sell |
10,728
-210
| -2% | -$55.2K | 2.5% | 8 |
|
|
2015
Q4 | $2.78M | Buy |
10,938
+85
| +0.8% | +$21.6K | 2.54% | 9 |
|
|
2015
Q3 | $2.7M | Buy |
10,853
+195
| +2% | +$48.5K | 2.61% | 9 |
|
|
2015
Q2 | $2.91M | Buy |
10,658
+143
| +1% | +$39.1K | 2.69% | 8 |
|
|
2015
Q1 | $2.92M | Buy |
10,515
+995
| +10% | +$276K | 2.61% | 7 |
|
|
2014
Q4 | $2.51M | Buy |
+9,520
| New | +$2.51M | 2.34% | 8 |
|