Rise 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 | $479K | Buy |
846
+62
| +8% | +$35.1K | 0.19% | 48 |
|
|
2025
Q1 | $418K | Buy |
784
+103
| +15% | +$55K | 0.18% | 47 |
|
|
2024
Q4 | $388K | Buy |
681
+42
| +7% | +$23.9K | 0.19% | 54 |
|
|
2024
Q3 | $364K | Buy |
639
+11
| +2% | +$6.26K | 0.17% | 60 |
|
|
2024
Q2 | $336K | Sell |
628
-6
| -0.9% | -$3.21K | 0.18% | 60 |
|
|
2024
Q1 | $353K | Buy |
634
+30
| +5% | +$16.7K | 0.19% | 54 |
|
|
2023
Q4 | $307K | Buy |
604
+71
| +13% | +$36K | 0.21% | 47 |
|
|
2023
Q3 | $243K | Buy |
533
+70
| +15% | +$31.9K | 0.19% | 48 |
|
|
2023
Q2 | $222K | Buy |
463
+23
| +5% | +$11K | 0.17% | 61 |
|
|
2023
Q1 | $202K | Sell |
440
-6
| -1% | -$2.75K | 0.15% | 64 |
|
|
2022
Q4 | $198K | Buy |
446
+12
| +3% | +$5.32K | 0.16% | 63 |
|
|
2022
Q3 | $174K | Sell |
434
-10
| -2% | -$4.01K | 0.14% | 66 |
|
|
2022
Q2 | $184K | Sell |
444
-17
| -4% | -$7.05K | 0.19% | 65 |
|
|
2022
Q1 | $226K | Buy |
461
+35
| +8% | +$17.2K | 0.2% | 62 |
|
|
2021
Q4 | $220K | Buy |
+426
| New | +$220K | 0.21% | 60 |
|