Sand Hill Global 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 | $6.91M | Sell |
12,202
-17
| -0.1% | -$9.63K | 0.26% | 62 |
|
2025
Q1 | $6.52M | Sell |
12,219
-2
| -0% | -$1.07K | 0.27% | 56 |
|
2024
Q4 | $6.96M | Sell |
12,221
-17
| -0.1% | -$9.68K | 0.29% | 57 |
|
2024
Q3 | $6.97M | Sell |
12,238
-45
| -0.4% | -$25.6K | 0.29% | 58 |
|
2024
Q2 | $6.57M | Buy |
12,283
+468
| +4% | +$250K | 0.3% | 57 |
|
2024
Q1 | $6.57M | Sell |
11,815
-61
| -0.5% | -$33.9K | 0.31% | 55 |
|
2023
Q4 | $6.03M | Sell |
11,876
-12
| -0.1% | -$6.09K | 0.29% | 56 |
|
2023
Q3 | $5.43M | Hold |
11,888
| – | – | 0.3% | 54 |
|
2023
Q2 | $5.69M | Hold |
11,888
| – | – | 0.28% | 54 |
|
2023
Q1 | $5.45M | Hold |
11,888
| – | – | 0.29% | 56 |
|
2022
Q4 | $5.26M | Hold |
11,888
| – | – | 0.3% | 58 |
|
2022
Q3 | $4.78M | Sell |
11,888
-41
| -0.3% | -$16.5K | 0.3% | 56 |
|
2022
Q2 | $4.93M | Buy |
11,929
+750
| +7% | +$310K | 0.28% | 60 |
|
2022
Q1 | $5.48M | Hold |
11,179
| – | – | 0.3% | 54 |
|
2021
Q4 | $5.79M | Sell |
11,179
-12
| -0.1% | -$6.21K | 0.32% | 50 |
|
2021
Q3 | $5.38M | Sell |
11,191
-109
| -1% | -$52.4K | 0.33% | 49 |
|
2021
Q2 | $5.55M | Hold |
11,300
| – | – | 0.34% | 48 |
|
2021
Q1 | $5.38M | Sell |
11,300
-7
| -0.1% | -$3.33K | 0.35% | 49 |
|
2020
Q4 | $4.75M | Hold |
11,307
| – | – | 0.32% | 49 |
|
2020
Q3 | $3.83M | Hold |
11,307
| – | – | 0.29% | 48 |
|
2020
Q2 | $3.67M | Sell |
11,307
-16
| -0.1% | -$5.19K | 0.29% | 53 |
|
2020
Q1 | $2.98M | Sell |
11,323
-334
| -3% | -$87.8K | 0.28% | 53 |
|
2019
Q4 | $4.38M | Sell |
11,657
-10
| -0.1% | -$3.75K | 0.4% | 49 |
|
2019
Q3 | $4.11M | Hold |
11,667
| – | – | 0.39% | 45 |
|
2019
Q2 | $4.14M | Sell |
11,667
-5,041
| -30% | -$1.79M | 0.42% | 43 |
|
2019
Q1 | $5.77M | Sell |
16,708
-50
| -0.3% | -$17.3K | 0.59% | 28 |
|
2018
Q4 | $5.07M | Sell |
16,758
-20
| -0.1% | -$6.05K | 0.55% | 36 |
|
2018
Q3 | $6.17M | Sell |
16,778
-57
| -0.3% | -$20.9K | 0.59% | 29 |
|
2018
Q2 | $5.98M | Buy |
+16,835
| New | +$5.98M | 0.59% | 28 |
|
2018
Q1 | – | Sell |
-18,325
| Closed | -$6.33M | – | 93 |
|
2017
Q4 | $6.33M | Sell |
18,325
-1,216
| -6% | -$420K | 0.63% | 25 |
|
2017
Q3 | $6.38M | Sell |
19,541
-6,014
| -24% | -$1.96M | 0.68% | 23 |
|
2017
Q2 | $8.12M | Buy |
25,555
+121
| +0.5% | +$38.4K | 0.92% | 20 |
|
2017
Q1 | $7.95M | Sell |
25,434
-262
| -1% | -$81.9K | 1.03% | 15 |
|
2016
Q4 | $7.75M | Sell |
25,696
-1,010
| -4% | -$305K | 1.07% | 14 |
|
2016
Q3 | $7.54M | Sell |
26,706
-435
| -2% | -$123K | 1.15% | 14 |
|
2016
Q2 | $7.39M | Sell |
27,141
-92
| -0.3% | -$25K | 1.16% | 13 |
|
2016
Q1 | $7.16M | Sell |
27,233
-446
| -2% | -$117K | 1.09% | 15 |
|
2015
Q4 | $7.03M | Hold |
27,679
| – | – | 1.13% | 13 |
|
2015
Q3 | $6.89M | Sell |
27,679
-300
| -1% | -$74.7K | 1.1% | 16 |
|
2015
Q2 | $7.64M | Sell |
27,979
-563
| -2% | -$154K | 1.24% | 14 |
|
2015
Q1 | $7.91M | Sell |
28,542
-453
| -2% | -$126K | 1.29% | 14 |
|
2014
Q4 | $7.65M | Sell |
28,995
-209
| -0.7% | -$55.2K | 1.31% | 13 |
|
2014
Q3 | $7.28M | Sell |
29,204
-469
| -2% | -$117K | 1.21% | 13 |
|
2014
Q2 | $7.73M | Sell |
29,673
-635
| -2% | -$165K | 1.46% | 9 |
|
2014
Q1 | $7.59M | Sell |
30,308
-240
| -0.8% | -$60.1K | 1.54% | 8 |
|
2013
Q4 | $7.46M | Sell |
30,548
-20,347
| -40% | -$4.97M | 1.58% | 9 |
|
2013
Q3 | $11.5M | Buy |
50,895
+19,590
| +63% | +$4.43M | 1.99% | 8 |
|
2013
Q2 | $6.58M | Buy |
+31,305
| New | +$6.58M | 1.81% | 7 |
|