Schrum Private Wealth Management’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
Q3 | $774K | Hold |
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|
2025
Q2 | $736K | Hold |
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|
2025
Q1 | $693K | Hold |
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|
2024
Q4 | $740K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $695K | Hold |
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|
2024
Q1 | $722K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $593K | Hold |
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|
2023
Q2 | $622K | Hold |
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|
2023
Q1 | $595K | Hold |
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|
2022
Q4 | $575K | Sell |
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|
2022
Q3 | $704K | Hold |
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|
2022
Q2 | $724K | Hold |
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|
2022
Q1 | $855K | Hold |
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|
2021
Q4 | $907K | Buy |
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