PMFA
Plante Moran Financial Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
989
-107
| -10% | -$60.6K | 0.04% | 75 |
|
|
2025
Q1 | $585K | Sell |
1,096
-7
| -0.6% | -$3.73K | 0.05% | 71 |
|
|
2024
Q4 | $628K | Buy |
1,103
+7
| +0.6% | +$3.99K | 0.05% | 73 |
|
|
2024
Q3 | $624K | Sell |
1,096
-565
| -34% | -$322K | 0.05% | 73 |
|
|
2024
Q2 | $889K | Buy |
1,661
+190
| +13% | +$102K | 0.09% | 51 |
|
|
2024
Q1 | $817K | Buy |
1,471
+2
| +0.1% | +$1.11K | 0.09% | 53 |
|
|
2023
Q4 | $747K | Buy |
1,469
+170
| +13% | +$86.5K | 0.08% | 61 |
|
|
2023
Q3 | $594K | Sell |
1,299
-35
| -3% | -$16K | 0.07% | 66 |
|
|
2023
Q2 | $639K | Sell |
1,334
-19
| -1% | -$9.1K | 0.08% | 64 |
|
|
2023
Q1 | $617K | Buy |
1,353
+1
| +0.1% | +$456 | 0.08% | 67 |
|
|
2022
Q4 | $599K | Sell |
1,352
-126
| -9% | -$55.8K | 0.09% | 68 |
|
|
2022
Q3 | $595K | Buy |
1,478
+8
| +0.5% | +$3.22K | 0.1% | 64 |
|
|
2022
Q2 | $608K | Sell |
1,470
-116
| -7% | -$48K | 0.1% | 67 |
|
|
2022
Q1 | $781K | Sell |
1,586
-15
| -0.9% | -$7.39K | 0.15% | 61 |
|
|
2021
Q4 | $828K | Buy |
1,601
+124
| +8% | +$64.1K | 0.14% | 63 |
|
|
2021
Q3 | $713K | Buy |
1,477
+387
| +36% | +$187K | 0.16% | 65 |
|
|
2021
Q2 | $535K | Buy |
1,090
+28
| +3% | +$13.7K | 0.13% | 77 |
|
|
2021
Q1 | $505K | Buy |
1,062
+18
| +2% | +$8.56K | 0.14% | 78 |
|
|
2020
Q4 | $439K | Buy |
1,044
+171
| +20% | +$71.9K | 0.14% | 91 |
|
|
2020
Q3 | $296K | Buy |
873
+84
| +11% | +$28.5K | 0.1% | 108 |
|
|
2020
Q2 | $256K | Sell |
789
-648
| -45% | -$210K | 0.1% | 108 |
|
|
2020
Q1 | $378K | Buy |
1,437
+506
| +54% | +$133K | 0.17% | 77 |
|
|
2019
Q4 | $350K | Sell |
931
-7,686
| -89% | -$2.89M | 0.12% | 102 |
|
|
2019
Q3 | $3.04M | Hold |
8,617
| – | – | 0.88% | 17 |
|
|
2019
Q2 | $3.06M | Hold |
8,617
| – | – | 0.94% | 15 |
|
|
2019
Q1 | $2.98M | Sell |
8,617
-26
| -0.3% | -$8.98K | 0.92% | 18 |
|
|
2018
Q4 | $2.62M | Buy |
8,643
+26
| +0.3% | +$7.87K | 0.91% | 16 |
|
|
2018
Q3 | $3.17M | Hold |
8,617
| – | – | 1.03% | 15 |
|
|
2018
Q2 | $3.06M | Hold |
8,617
| – | – | 1.55% | 10 |
|
|
2018
Q1 | $2.95M | Hold |
8,617
| – | – | 1.6% | 8 |
|
|
2017
Q4 | $2.98M | Hold |
8,617
| – | – | 1.65% | 10 |
|
|
2017
Q3 | $2.81M | Sell |
8,617
-211
| -2% | -$68.9K | 1.67% | 9 |
|
|
2017
Q2 | $2.8M | Buy |
8,828
+29
| +0.3% | +$9.21K | 1.75% | 9 |
|
|
2017
Q1 | $2.75M | Sell |
8,799
-548
| -6% | -$171K | 1.66% | 8 |
|
|
2016
Q4 | $2.82M | Buy |
9,347
+910
| +11% | +$275K | 1.76% | 8 |
|
|
2016
Q3 | $2.38M | Hold |
8,437
| – | – | 1.61% | 8 |
|
|
2016
Q2 | $2.3M | Hold |
8,437
| – | – | 1.66% | 8 |
|
|
2016
Q1 | $2.22M | Hold |
8,437
| – | – | 1.71% | 8 |
|
|
2015
Q4 | $2.14M | Hold |
8,437
| – | – | 1.61% | 8 |
|
|
2015
Q3 | $2.1M | Sell |
8,437
-105
| -1% | -$26.1K | 1.65% | 9 |
|
|
2015
Q2 | $2.33M | Sell |
8,542
-157
| -2% | -$42.9K | 1.67% | 10 |
|
|
2015
Q1 | $2.41M | Buy |
8,699
+7,748
| +815% | +$2.15M | 1.68% | 10 |
|
|
2014
Q4 | $251K | Hold |
951
| – | – | 0.18% | 91 |
|
|
2014
Q3 | $237K | Hold |
951
| – | – | 0.21% | 83 |
|
|
2014
Q2 | $248K | Hold |
951
| – | – | 0.22% | 75 |
|
|
2014
Q1 | $238K | Sell |
951
-175
| -16% | -$43.8K | 0.26% | 65 |
|
|
2013
Q4 | $275K | Sell |
1,126
-175
| -13% | -$42.7K | 0.15% | 73 |
|
|
2013
Q3 | $294K | Buy |
1,301
+450
| +53% | +$102K | 0.18% | 59 |
|
|
2013
Q2 | $179K | Buy |
+851
| New | +$179K | 0.13% | 71 |
|