REDW Wealth’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

REDW Wealth’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$327K	Sell	577 -107	-16%	-$60.7K	0.13%	74
2025 Q1	$365K	Sell	684 -9	-1%	-$4.8K	0.14%	69
2024 Q4	$395K	Sell	693 -105	-13%	-$59.8K	0.14%	67
2024 Q3	$455K	Buy	798 +2	+0.3%	+$1.14K	0.12%	94
2024 Q2	$426K	Buy	796 +2	+0.3%	+$1.07K	0.11%	100
2024 Q1	$442K	Buy	794 +4	+0.5%	+$2.23K	0.12%	92
2023 Q4	$401K	Buy	790 +4	+0.5%	+$2.03K	0.11%	97
2023 Q3	$359K	Buy	786 +2	+0.3%	+$913	0.11%	96
2023 Q2	$376K	Buy	784 +2	+0.3%	+$958	0.11%	97
2023 Q1	$358K	Buy	782 +3	+0.4%	+$1.38K	0.11%	96
2022 Q4	$345K	Buy	779 +2	+0.3%	+$886	0.12%	95
2022 Q3	$312K	Buy	777 +2	+0.3%	+$803	0.12%	86
2022 Q2	$320K	Sell	775 -40	-5%	-$16.5K	0.12%	86
2022 Q1	$400K	Sell	815 -59	-7%	-$29K	0.12%	80
2021 Q4	$453K	Buy	874 +1	+0.1%	+$518	0.13%	68
2021 Q3	$420K	Buy	873 +2	+0.2%	+$962	0.13%	68
2021 Q2	$428K	Sell	871 -7	-0.8%	-$3.44K	0.14%	69
2021 Q1	$418K	Buy	878 +2	+0.2%	+$952	0.14%	70
2020 Q4	$368K	Buy	876 +2	+0.2%	+$840	0.14%	64
2020 Q3	$296K	Sell	874 -105	-11%	-$35.6K	0.12%	68
2020 Q2	$318K	Buy	979 +3	+0.3%	+$974	0.16%	59
2020 Q1	$257K	Buy	976 +2	+0.2%	+$527	0.16%	59
2019 Q4	$365K	Sell	974 -80	-8%	-$30K	0.2%	54
2019 Q3	$372K	Buy	1,054 +2	+0.2%	+$706	0.22%	49
2019 Q2	$373K	Buy	1,052 +2	+0.2%	+$709	0.22%	51
2019 Q1	$363K	Buy	1,050 +2	+0.2%	+$691	0.22%	48
2018 Q4	$317K	Buy	1,048 +110	+12%	+$33.3K	0.22%	48
2018 Q3	$345K	Buy	938 +2	+0.2%	+$736	0.23%	53
2018 Q2	$332K	Buy	936 +109	+13%	+$38.7K	0.24%	52
2018 Q1	$283K	Buy	827 +2	+0.2%	+$684	0.21%	57
2017 Q4	$285K	Buy	825 +3	+0.4%	+$1.04K	0.22%	54
2017 Q3	$268K	Sell	822 -61	-7%	-$19.9K	0.22%	58
2017 Q2	$281K	Sell	883 -50	-5%	-$15.9K	0.27%	52
2017 Q1	$291K	Sell	933 -30	-3%	-$9.36K	0.3%	48
2016 Q4	$290K	Buy	+963	New	+$290K	0.33%	47