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