Rehmann Capital Advisory Group’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 | $456K | Hold |
804
| – | – | 0.03% | 373 |
|
|
2025
Q1 | $429K | Hold |
804
| – | – | 0.03% | 392 |
|
|
2024
Q4 | $458K | Buy |
804
+1
| +0.1% | +$570 | 0.03% | 372 |
|
|
2024
Q3 | $458K | Buy |
803
+140
| +21% | +$79.8K | 0.03% | 362 |
|
|
2024
Q2 | $355K | Hold |
663
| – | – | 0.03% | 407 |
|
|
2024
Q1 | $369K | Buy |
663
+16
| +2% | +$8.91K | 0.03% | 384 |
|
|
2023
Q4 | $329K | Sell |
647
-90
| -12% | -$45.7K | 0.03% | 405 |
|
|
2023
Q3 | $337K | Sell |
737
-13
| -2% | -$5.94K | 0.03% | 373 |
|
|
2023
Q2 | $359K | Sell |
750
-33
| -4% | -$15.8K | 0.03% | 379 |
|
|
2023
Q1 | $359K | Buy |
783
+17
| +2% | +$7.79K | 0.03% | 376 |
|
|
2022
Q4 | $339K | Sell |
766
-2
| -0.3% | -$886 | 0.03% | 379 |
|
|
2022
Q3 | $309K | Buy |
768
+3
| +0.4% | +$1.21K | 0.03% | 369 |
|
|
2022
Q2 | $317K | Hold |
765
| – | – | 0.03% | 362 |
|
|
2022
Q1 | $376K | Buy |
765
+5
| +0.7% | +$2.46K | 0.04% | 363 |
|
|
2021
Q4 | $394K | Sell |
760
-234
| -24% | -$121K | 0.04% | 371 |
|
|
2021
Q3 | $468K | Sell |
994
-29
| -3% | -$13.7K | 0.04% | 333 |
|
|
2021
Q2 | $503K | Sell |
1,023
-10,007
| -91% | -$4.92M | 0.05% | 306 |
|
|
2021
Q1 | $5.26M | Buy |
11,030
+10,001
| +972% | +$4.77M | 0.54% | 35 |
|
|
2020
Q4 | $432K | Sell |
1,029
-9,972
| -91% | -$4.19M | 0.05% | 294 |
|
|
2020
Q3 | $3.74M | Buy |
11,001
+1,851
| +20% | +$629K | 0.47% | 41 |
|
|
2020
Q2 | $3.22M | Sell |
9,150
-208
| -2% | -$73.3K | 0.44% | 45 |
|
|
2020
Q1 | $3.15M | Buy |
+9,358
| New | +$3.15M | 0.51% | 36 |
|
|
2019
Q3 | $3.19M | Sell |
9,008
-3,046
| -25% | -$1.08M | 0.39% | 30 |
|
|
2019
Q2 | $4.27M | Buy |
12,054
+11,323
| +1,549% | +$4.02M | 0.53% | 35 |
|
|
2019
Q1 | $253K | Sell |
731
-11,349
| -94% | -$3.92M | 0.03% | 364 |
|
|
2018
Q4 | $3.66M | Sell |
12,080
-133
| -1% | -$40.3K | 0.55% | 27 |
|
|
2018
Q3 | $4.49M | Sell |
12,213
-346,551
| -97% | -$127M | 0.62% | 32 |
|
|
2018
Q2 | $4.29M | Buy |
358,764
+358,194
| +62,841% | +$4.28M | 0.62% | 29 |
|
|
2018
Q1 | $195K | Buy |
+570
| New | +$195K | 0.03% | 377 |
|
|
2017
Q2 | – | Sell |
-834
| Closed | -$261K | – | 399 |
|
|
2017
Q1 | $261K | Buy |
834
+105
| +14% | +$32.9K | 0.04% | 306 |
|
|
2016
Q4 | $220K | Sell |
729
-79
| -10% | -$23.8K | 0.04% | 348 |
|
|
2016
Q3 | $228K | Hold |
808
| – | – | 0.04% | 314 |
|
|
2016
Q2 | $220K | Sell |
808
-30
| -4% | -$8.17K | 0.04% | 326 |
|
|
2016
Q1 | $220K | Buy |
+838
| New | +$220K | 0.04% | 311 |
|
|
2015
Q2 | – | Sell |
-1,129
| Closed | -$313K | – | 350 |
|
|
2015
Q1 | $313K | Buy |
+1,129
| New | +$313K | 0.07% | 230 |
|
|
2014
Q3 | – | Sell |
-1,002
| Closed | -$261K | – | 347 |
|
|
2014
Q2 | $261K | Buy |
+1,002
| New | +$261K | 0.06% | 260 |
|