Plancorp LLC’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 | $1.23M | Hold |
2,163
| – | – | 0.04% | 138 |
|
|
2025
Q1 | $1.15M | Buy |
2,163
+1,160
| +116% | +$619K | 0.05% | 135 |
|
|
2024
Q4 | $571K | Buy |
1,003
+34
| +4% | +$19.4K | 0.02% | 179 |
|
|
2024
Q3 | $552K | Hold |
969
| – | – | 0.02% | 179 |
|
|
2024
Q2 | $518K | Buy |
969
+180
| +23% | +$96.3K | 0.02% | 176 |
|
|
2024
Q1 | $439K | Buy |
789
+129
| +20% | +$71.8K | 0.02% | 196 |
|
|
2023
Q4 | $335K | Buy |
660
+130
| +25% | +$66K | 0.02% | 203 |
|
|
2023
Q3 | $242K | Hold |
530
| – | – | 0.01% | 222 |
|
|
2023
Q2 | $254K | Buy |
+530
| New | +$254K | 0.01% | 215 |
|
|
2022
Q2 | – | Sell |
-416
| Closed | -$204K | – | 253 |
|
|
2022
Q1 | $204K | Hold |
416
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $215K | Hold |
416
| – | – | 0.01% | 228 |
|
|
2021
Q3 | $200K | Hold |
416
| – | – | 0.01% | 228 |
|
|
2021
Q2 | $204K | Buy |
+416
| New | +$204K | 0.02% | 214 |
|
|
2020
Q1 | – | Sell |
-619
| Closed | -$232K | – | 181 |
|
|
2019
Q4 | $232K | Buy |
+619
| New | +$232K | 0.07% | 177 |
|