Plancorp LLC’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
$1.27M Sell
2025
Q2
$1.23M Hold
2025
Q1
$1.15M Buy
2024
Q4
$571K Buy
2024
Q3
$552K Hold
2024
Q2
$518K Buy
2024
Q1
$439K Buy
2023
Q4
$335K Buy
2023
Q3
$242K Hold
2023
Q2
$254K Buy
2022
Q2
Sell
2022
Q1
$204K Hold
2021
Q4
$215K Hold
2021
Q3
$200K Hold
2021
Q2
$204K Buy
2020
Q1
Sell
2019
Q4
$232K Buy