Sage Mountain 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 | $674K | Hold |
1,190
| – | – | 0.04% | 195 |
|
|
2025
Q1 | $635K | Sell |
1,190
-898
| -43% | -$479K | 0.05% | 185 |
|
|
2024
Q4 | $1.19M | Buy |
2,088
+898
| +75% | +$511K | 0.09% | 103 |
|
|
2024
Q3 | $678K | Buy |
+1,190
| New | +$678K | 0.06% | 155 |
|
|
2022
Q2 | – | Sell |
-679
| Closed | -$333K | – | 629 |
|
|
2022
Q1 | $333K | Buy |
679
+244
| +56% | +$120K | 0.05% | 359 |
|
|
2021
Q4 | $225K | Hold |
435
| – | – | 0.03% | 500 |
|
|
2021
Q3 | $209K | Hold |
435
| – | – | 0.03% | 426 |
|
|
2021
Q2 | $214K | Hold |
435
| – | – | 0.04% | 378 |
|
|
2021
Q1 | $207K | Buy |
+435
| New | +$207K | 0.04% | 293 |
|