Schechter Investment 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
Q1 | $301K | Hold |
564
| – | – | 0.02% | 472 |
|
|
2024
Q4 | $321K | Hold |
564
| – | – | 0.02% | 479 |
|
|
2024
Q3 | $321K | Hold |
564
| – | – | 0.02% | 485 |
|
|
2024
Q2 | $302K | Hold |
564
| – | – | 0.02% | 474 |
|
|
2024
Q1 | $314K | Hold |
564
| – | – | 0.02% | 490 |
|
|
2023
Q4 | $286K | Buy |
564
+29
| +5% | +$14.7K | 0.02% | 471 |
|
|
2023
Q3 | $244K | Hold |
535
| – | – | 0.02% | 502 |
|
|
2023
Q2 | $256K | Hold |
535
| – | – | 0.02% | 522 |
|
|
2023
Q1 | $245K | Buy |
535
+50
| +10% | +$22.9K | 0.02% | 568 |
|
|
2022
Q4 | $215K | Buy |
+485
| New | +$215K | 0.02% | 733 |
|
|
2022
Q3 | – | Sell |
-485
| Closed | -$201K | – | 972 |
|
|
2022
Q2 | $201K | Buy |
+485
| New | +$201K | 0.02% | 841 |
|