Sequoia Financial 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 | $777K | Buy |
1,372
+54
| +4% | +$30.6K | 0.01% | 791 |
|
|
2025
Q1 | $703K | Sell |
1,318
-58
| -4% | -$30.9K | 0.01% | 732 |
|
|
2024
Q4 | $784K | Buy |
1,376
+53
| +4% | +$30.2K | 0.01% | 656 |
|
|
2024
Q3 | $754K | Buy |
1,323
+4
| +0.3% | +$2.28K | 0.01% | 623 |
|
|
2024
Q2 | $706K | Sell |
1,319
-20
| -1% | -$10.7K | 0.01% | 578 |
|
|
2024
Q1 | $745K | Sell |
1,339
-874
| -39% | -$486K | 0.01% | 564 |
|
|
2023
Q4 | $1.12M | Buy |
2,213
+887
| +67% | +$450K | 0.01% | 491 |
|
|
2023
Q3 | $606K | Sell |
1,326
-62
| -4% | -$28.3K | 0.01% | 455 |
|
|
2023
Q2 | $665K | Buy |
1,388
+28
| +2% | +$13.4K | 0.01% | 441 |
|
|
2023
Q1 | $623K | Sell |
1,360
-27
| -2% | -$12.4K | 0.01% | 412 |
|
|
2022
Q4 | $614K | Buy |
1,387
+68
| +5% | +$30.1K | 0.02% | 384 |
|
|
2022
Q3 | $530K | Hold |
1,319
| – | – | 0.02% | 285 |
|
|
2022
Q2 | $545K | Hold |
1,319
| – | – | 0.02% | 308 |
|
|
2022
Q1 | $647K | Sell |
1,319
-169
| -11% | -$82.9K | 0.02% | 310 |
|
|
2021
Q4 | $770K | Buy |
+1,488
| New | +$770K | 0.02% | 260 |
|
|
2021
Q3 | – | Sell |
-1,157
| Closed | -$568K | – | 372 |
|
|
2021
Q2 | $568K | Sell |
1,157
-50
| -4% | -$24.5K | 0.02% | 256 |
|
|
2021
Q1 | $574K | Hold |
1,207
| – | – | 0.02% | 241 |
|
|
2020
Q4 | $507K | Hold |
1,207
| – | – | 0.02% | 246 |
|
|
2020
Q3 | $409K | Buy |
1,207
+10
| +0.8% | +$3.39K | 0.02% | 252 |
|
|
2020
Q2 | $388K | Hold |
1,197
| – | – | 0.02% | 250 |
|
|
2020
Q1 | $315K | Sell |
1,197
-300
| -20% | -$78.9K | 0.02% | 262 |
|
|
2019
Q4 | $562K | Sell |
1,497
-79
| -5% | -$29.7K | 0.04% | 206 |
|
|
2019
Q3 | $556K | Hold |
1,576
| – | – | 0.04% | 187 |
|
|
2019
Q2 | $559K | Sell |
1,576
-650
| -29% | -$231K | 0.04% | 176 |
|
|
2019
Q1 | $769K | Sell |
2,226
-9
| -0.4% | -$3.11K | 0.06% | 140 |
|
|
2018
Q4 | $676K | Buy |
2,235
+339
| +18% | +$103K | 0.08% | 124 |
|
|
2018
Q3 | $697K | Sell |
1,896
-14
| -0.7% | -$5.15K | 0.07% | 134 |
|
|
2018
Q2 | $678K | Sell |
1,910
-225
| -11% | -$79.9K | 0.07% | 134 |
|
|
2018
Q1 | $730K | Sell |
2,135
-15
| -0.7% | -$5.13K | 0.08% | 127 |
|
|
2017
Q4 | $743K | Buy |
+2,150
| New | +$743K | 0.08% | 130 |
|
|
2016
Q3 | – | Sell |
-1,536
| Closed | -$418K | – | 270 |
|
|
2016
Q2 | $418K | Buy |
+1,536
| New | +$418K | 0.12% | 129 |
|