Retirement Planning Company of New England’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 | – | Sell |
-697
| Closed | -$372K | – | 238 |
|
|
2025
Q1 | $372K | Hold |
697
| – | – | 0.19% | 146 |
|
|
2024
Q4 | $397K | Sell |
697
-10
| -1% | -$5.7K | 0.19% | 137 |
|
|
2024
Q3 | $403K | Hold |
707
| – | – | 0.2% | 137 |
|
|
2024
Q2 | $378K | Hold |
707
| – | – | 0.21% | 136 |
|
|
2024
Q1 | $393K | Hold |
707
| – | – | 0.22% | 135 |
|
|
2023
Q4 | $359K | Buy |
+707
| New | +$359K | 0.16% | 149 |
|
|
2022
Q1 | – | Sell |
-406
| Closed | -$210K | – | 610 |
|
|
2021
Q4 | $210K | Buy |
+406
| New | +$210K | 0.1% | 212 |
|