Plante Moran Financial Advisors’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 | $589K | Hold |
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|
2025
Q2 | $560K | Sell |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $624K | Sell |
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|
2024
Q2 | $889K | Buy |
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|
2024
Q1 | $817K | Buy |
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|
2023
Q4 | $747K | Buy |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $639K | Sell |
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|
2023
Q1 | $617K | Buy |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $595K | Buy |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $781K | Sell |
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|
2021
Q4 | $828K | Buy |
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|
2021
Q3 | $713K | Buy |
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|
2021
Q2 | $535K | Buy |
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|
2021
Q1 | $505K | Buy |
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|
2020
Q4 | $439K | Buy |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $256K | Sell |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $350K | Sell |
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|
2019
Q3 | $3.04M | Hold |
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|
2019
Q2 | $3.06M | Hold |
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|
2019
Q1 | $2.98M | Sell |
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|
2018
Q4 | $2.62M | Buy |
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|
2018
Q3 | $3.17M | Hold |
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|
2018
Q2 | $3.06M | Hold |
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|
2018
Q1 | $2.94M | Hold |
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|
2017
Q4 | $2.98M | Hold |
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|
2017
Q3 | $2.81M | Sell |
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|
2017
Q2 | $2.8M | Buy |
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|
2017
Q1 | $2.75M | Sell |
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|
2016
Q4 | $2.82M | Buy |
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|
2016
Q3 | $2.38M | Hold |
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|
2016
Q2 | $2.3M | Hold |
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|
2016
Q1 | $2.22M | Hold |
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|
2015
Q4 | $2.14M | Hold |
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|
2015
Q3 | $2.1M | Sell |
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|
2015
Q2 | $2.33M | Sell |
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|
2015
Q1 | $2.41M | Buy |
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|
2014
Q4 | $251K | Hold |
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|
2014
Q3 | $237K | Hold |
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|
2014
Q2 | $248K | Hold |
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|
2014
Q1 | $238K | Sell |
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|
2013
Q4 | $275K | Sell |
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|
2013
Q3 | $294K | Buy |
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|
2013
Q2 | $179K | Buy |
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