Schechter Investment Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $301K | Hold |
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|
2024
Q4 | $321K | Hold |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $314K | Hold |
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|
2023
Q4 | $286K | Buy |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Buy |
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