Progressive Investment Management’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 | $388K | Sell |
685
-114
| -14% | -$64.6K | 0.1% | 44 |
|
|
2025
Q1 | $426K | Hold |
799
| – | – | 0.12% | 43 |
|
|
2024
Q4 | $455K | Sell |
799
-258
| -24% | -$147K | 0.12% | 43 |
|
|
2024
Q3 | $602K | Hold |
1,057
| – | – | 0.15% | 40 |
|
|
2024
Q2 | $566K | Hold |
1,057
| – | – | 0.15% | 40 |
|
|
2024
Q1 | $588K | Hold |
1,057
| – | – | 0.16% | 39 |
|
|
2023
Q4 | $536K | Sell |
1,057
-23
| -2% | -$11.7K | 0.15% | 38 |
|
|
2023
Q3 | $493K | Hold |
1,080
| – | – | 0.16% | 37 |
|
|
2023
Q2 | $517K | Hold |
1,080
| – | – | 0.16% | 38 |
|
|
2023
Q1 | $495K | Hold |
1,080
| – | – | 0.16% | 37 |
|
|
2022
Q4 | $478K | Hold |
1,080
| – | – | 0.19% | 37 |
|
|
2022
Q3 | $434K | Hold |
1,080
| – | – | 0.18% | 34 |
|
|
2022
Q2 | $447K | Hold |
1,080
| – | – | 0.17% | 35 |
|
|
2022
Q1 | $530K | Hold |
1,080
| – | – | 0.17% | 34 |
|
|
2021
Q4 | $559K | Hold |
1,080
| – | – | 0.16% | 35 |
|
|
2021
Q3 | $519K | Buy |
+1,080
| New | +$519K | 0.15% | 36 |
|