Sage Financial Management 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 | $2.47M | Sell |
4,356
-324
| -7% | -$184K | 0.85% | 19 |
|
|
2025
Q1 | $2.5M | Sell |
4,680
-247
| -5% | -$132K | 0.91% | 20 |
|
|
2024
Q4 | $2.81M | Sell |
4,927
-23
| -0.5% | -$13.1K | 1.04% | 20 |
|
|
2024
Q3 | $2.82M | Buy |
4,950
+486
| +11% | +$277K | 1.09% | 20 |
|
|
2024
Q2 | $2.39M | Sell |
4,464
-55
| -1% | -$29.4K | 7.26% | 4 |
|
|
2024
Q1 | $2.52M | Buy |
4,519
+138
| +3% | +$76.8K | 1.19% | 20 |
|
|
2023
Q4 | $2.22M | Sell |
4,381
-108
| -2% | -$54.8K | 1.19% | 19 |
|
|
2023
Q3 | $2.05M | Sell |
4,489
-85
| -2% | -$38.8K | 1.23% | 18 |
|
|
2023
Q2 | $2.19M | Buy |
4,574
+1,398
| +44% | +$670K | 13.15% | 2 |
|
|
2023
Q1 | $1.46M | Sell |
3,176
-1,473
| -32% | -$675K | 1.17% | 19 |
|
|
2022
Q4 | $2.06M | Buy |
4,649
+951
| +26% | +$421K | 1.44% | 17 |
|
|
2022
Q3 | $1.49M | Sell |
3,698
-1,587
| -30% | -$637K | 1.31% | 15 |
|
|
2022
Q2 | $2.19M | Sell |
5,285
-1
| -0% | -$413 | 1.53% | 16 |
|
|
2022
Q1 | $2.59M | Sell |
5,286
-52
| -1% | -$25.5K | 1.78% | 14 |
|
|
2021
Q4 | $2.76M | Buy |
5,338
+5
| +0.1% | +$2.59K | 1.84% | 14 |
|
|
2021
Q3 | $2.56M | Sell |
5,333
-68
| -1% | -$32.7K | 64.29% | 1 |
|
|
2021
Q2 | $2.65M | Buy |
5,401
+666
| +14% | +$327K | 2.42% | 11 |
|
|
2021
Q1 | $2.25M | Sell |
4,735
-1,439
| -23% | -$685K | 1.74% | 14 |
|
|
2020
Q4 | $2.59M | Buy |
+6,174
| New | +$2.59M | 2.03% | 14 |
|