RSWM
Robertson Stephens Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Hold |
755
| – | – | 0.01% | 387 |
|
|
2025
Q1 | $404K | Buy |
755
+89
| +13% | +$47.6K | 0.01% | 392 |
|
|
2024
Q4 | $381K | Sell |
666
-176
| -21% | -$101K | 0.01% | 414 |
|
|
2024
Q3 | $481K | Buy |
842
+69
| +9% | +$39.4K | 0.02% | 422 |
|
|
2024
Q2 | $415K | Sell |
773
-1,445
| -65% | -$776K | 0.02% | 355 |
|
|
2024
Q1 | $1.24M | Hold |
2,218
| – | – | 0.07% | 207 |
|
|
2023
Q4 | $1.13M | Hold |
2,218
| – | – | 0.07% | 206 |
|
|
2023
Q3 | $1.02M | Buy |
2,218
+1,378
| +164% | +$631K | 0.07% | 207 |
|
|
2023
Q2 | $404K | Sell |
840
-107
| -11% | -$51.4K | 0.03% | 311 |
|
|
2023
Q1 | $435K | Buy |
947
+4
| +0.4% | +$1.84K | 0.03% | 305 |
|
|
2022
Q4 | $419K | Hold |
943
| – | – | 0.04% | 283 |
|
|
2022
Q3 | $382K | Hold |
943
| – | – | 0.04% | 247 |
|
|
2022
Q2 | $391K | Hold |
943
| – | – | 0.04% | 264 |
|
|
2022
Q1 | $464K | Sell |
943
-410
| -30% | -$202K | 0.04% | 259 |
|
|
2021
Q4 | $702K | Buy |
1,353
+452
| +50% | +$235K | 0.06% | 222 |
|
|
2021
Q3 | $434K | Hold |
901
| – | – | 0.05% | 219 |
|
|
2021
Q2 | $443K | Hold |
901
| – | – | 0.05% | 219 |
|
|
2021
Q1 | $430K | Hold |
901
| – | – | 0.07% | 190 |
|
|
2020
Q4 | $379K | Hold |
901
| – | – | 0.08% | 162 |
|
|
2020
Q3 | $306K | Hold |
901
| – | – | 0.08% | 172 |
|
|
2020
Q2 | $293K | Hold |
901
| – | – | 0.08% | 147 |
|
|
2020
Q1 | $238K | Sell |
901
-250
| -22% | -$66K | 0.08% | 156 |
|
|
2019
Q4 | $433K | Hold |
1,151
| – | – | 0.22% | 75 |
|
|
2019
Q3 | $407K | Buy |
1,151
+277
| +32% | +$97.9K | 0.21% | 86 |
|
|
2019
Q2 | $311K | Buy |
+874
| New | +$311K | 0.3% | 54 |
|