PWG
Private Wealth Group’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 | $1.07M | Hold |
1,887
| – | – | 0.57% | 26 |
|
|
2025
Q1 | $1.01M | Hold |
1,887
| – | – | 0.59% | 25 |
|
|
2024
Q4 | $1.07M | Hold |
1,887
| – | – | 0.53% | 32 |
|
|
2024
Q3 | $1.07M | Hold |
1,887
| – | – | 0.54% | 31 |
|
|
2024
Q2 | $1.01M | Hold |
1,887
| – | – | 0.53% | 30 |
|
|
2024
Q1 | $1.05M | Hold |
1,887
| – | – | 0.54% | 31 |
|
|
2023
Q4 | $957K | Hold |
1,887
| – | – | 0.54% | 28 |
|
|
2023
Q3 | $862K | Hold |
1,887
| – | – | 0.56% | 29 |
|
|
2023
Q2 | $904K | Hold |
1,887
| – | – | 0.93% | 26 |
|
|
2023
Q1 | $865K | Hold |
1,887
| – | – | 1.19% | 27 |
|
|
2022
Q4 | $836K | Hold |
1,887
| – | – | 1.19% | 26 |
|
|
2022
Q3 | $758K | Hold |
1,887
| – | – | 1.18% | 25 |
|
|
2022
Q2 | $780K | Hold |
1,887
| – | – | 0.97% | 26 |
|
|
2022
Q1 | $925K | Hold |
1,887
| – | – | 0.68% | 27 |
|
|
2021
Q4 | $977K | Hold |
1,887
| – | – | 0.66% | 25 |
|
|
2021
Q3 | $907K | Hold |
1,887
| – | – | 0.6% | 28 |
|
|
2021
Q2 | $927K | Hold |
1,887
| – | – | 0.61% | 26 |
|
|
2021
Q1 | $898K | Hold |
1,887
| – | – | 0.64% | 24 |
|
|
2020
Q4 | $792K | Hold |
1,887
| – | – | 0.66% | 20 |
|
|
2020
Q3 | $639K | Hold |
1,887
| – | – | 0.52% | 20 |
|
|
2020
Q2 | $612K | Hold |
1,887
| – | – | 0.5% | 16 |
|
|
2020
Q1 | $496K | Sell |
1,887
-10,182
| -84% | -$2.68M | 0.58% | 19 |
|
|
2019
Q4 | $4.53M | Sell |
12,069
-195
| -2% | -$73.2K | 4.71% | 7 |
|
|
2019
Q3 | $4.32M | Buy |
12,264
+91
| +0.7% | +$32.1K | 3.87% | 7 |
|
|
2019
Q2 | $4.32M | Buy |
12,173
+6,060
| +99% | +$2.15M | 3.93% | 7 |
|
|
2019
Q1 | $2.11M | Buy |
6,113
+525
| +9% | +$181K | 1.94% | 14 |
|
|
2018
Q4 | $1.69M | Sell |
5,588
-6,735
| -55% | -$2.04M | 1.66% | 10 |
|
|
2018
Q3 | $4.53M | Sell |
12,323
-64
| -0.5% | -$23.5K | 4.66% | 8 |
|
|
2018
Q2 | $4.4M | Buy |
12,387
+362
| +3% | +$129K | 4.19% | 7 |
|
|
2018
Q1 | $4.11M | Sell |
12,025
-1,414
| -11% | -$483K | 6.99% | 6 |
|
|
2017
Q4 | $4.64M | Buy |
+13,439
| New | +$4.64M | 5.35% | 5 |
|