Resonant Capital Advisors’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 | $5.37M | Sell |
9,452
-267
| -3% | -$152K | 0.34% | 57 |
|
|
2025
Q1 | $5.2M | Hold |
9,719
| – | – | 0.36% | 53 |
|
|
2024
Q4 | $5.56M | Hold |
9,719
| – | – | 0.41% | 51 |
|
|
2024
Q3 | $5.55M | Hold |
9,719
| – | – | 0.41% | 49 |
|
|
2024
Q2 | $5.22M | Sell |
9,719
-40
| -0.4% | -$21.5K | 0.42% | 51 |
|
|
2024
Q1 | $5.44M | Buy |
9,759
+19
| +0.2% | +$10.6K | 0.47% | 46 |
|
|
2023
Q4 | $4.96M | Sell |
9,740
-12
| -0.1% | -$6.11K | 0.48% | 44 |
|
|
2023
Q3 | $4.47M | Sell |
9,752
-14
| -0.1% | -$6.42K | 0.48% | 44 |
|
|
2023
Q2 | $4.69M | Sell |
9,766
-37
| -0.4% | -$17.8K | 0.51% | 46 |
|
|
2023
Q1 | $4.51M | Hold |
9,803
| – | – | 0.51% | 49 |
|
|
2022
Q4 | $4.37M | Sell |
9,803
-132
| -1% | -$58.9K | 0.55% | 46 |
|
|
2022
Q3 | $4.03M | Sell |
9,935
-297
| -3% | -$120K | 0.61% | 45 |
|
|
2022
Q2 | $4.25M | Sell |
10,232
-1
| -0% | -$415 | 0.66% | 44 |
|
|
2022
Q1 | $5.08M | Buy |
10,233
+46
| +0.5% | +$22.8K | 0.75% | 30 |
|
|
2021
Q4 | $5.29M | Buy |
10,187
+446
| +5% | +$232K | 0.8% | 27 |
|
|
2021
Q3 | $4.7M | Buy |
9,741
+2,894
| +42% | +$1.4M | 0.82% | 28 |
|
|
2021
Q2 | $3.37M | Sell |
6,847
-923
| -12% | -$454K | 0.65% | 26 |
|
|
2021
Q1 | $3.71M | Sell |
7,770
-638
| -8% | -$305K | 0.76% | 24 |
|
|
2020
Q4 | $3.54M | Sell |
8,408
-624
| -7% | -$263K | 0.84% | 21 |
|
|
2020
Q3 | $3.07M | Sell |
9,032
-3,185
| -26% | -$1.08M | 0.87% | 22 |
|
|
2020
Q2 | $3.96M | Sell |
12,217
-4,681
| -28% | -$1.52M | 1.15% | 21 |
|
|
2020
Q1 | $4.44M | Sell |
16,898
-863
| -5% | -$227K | 1.62% | 14 |
|
|
2019
Q4 | $6.67M | Buy |
+17,761
| New | +$6.67M | 2.1% | 9 |
|