Shaker Investments’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Shaker Investments’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$346K	Buy	610 +1	+0.2%	+$567	0.14%	89
2025 Q1	$325K	Buy	609 +2	+0.3%	+$1.07K	0.16%	81
2024 Q4	$346K	Buy	607 +2	+0.3%	+$1.14K	0.14%	81
2024 Q3	$345K	Buy	605 +2	+0.3%	+$1.14K	0.14%	83
2024 Q2	$323K	Buy	603 +1	+0.2%	+$535	0.14%	84
2024 Q1	$335K	Buy	602 +3	+0.5%	+$1.67K	0.14%	84
2023 Q4	$304K	Sell	599 -18	-3%	-$9.14K	0.14%	79
2023 Q3	$282K	Buy	617 +2	+0.3%	+$913	0.16%	76
2023 Q2	$295K	Buy	615 +2	+0.3%	+$958	0.15%	84
2023 Q1	$281K	Buy	613 +1	+0.2%	+$459	0.16%	81
2022 Q4	$271K	Buy	612 +2	+0.3%	+$886	0.17%	74
2022 Q3	$245K	Buy	610 +2	+0.3%	+$803	0.16%	79
2022 Q2	$251K	Sell	608 -27	-4%	-$11.1K	0.16%	89
2022 Q1	$312K	Hold	635	–	–	0.16%	85
2021 Q4	$329K	Buy	635 +42	+7%	+$21.8K	0.14%	84
2021 Q3	$285K	Buy	593 +2	+0.3%	+$961	0.13%	89
2021 Q2	$290K	Sell	591 -13	-2%	-$6.38K	0.13%	85
2021 Q1	$287K	Buy	604 +2	+0.3%	+$950	0.14%	86
2020 Q4	$253K	Buy	602 +2	+0.3%	+$841	0.13%	83
2020 Q3	$203K	Buy	+600	New	+$203K	0.1%	83
2020 Q1	–	Sell	-1,440	Closed	-$540K	–	82
2019 Q4	$540K	Buy	1,440 +6	+0.4%	+$2.25K	0.32%	66
2019 Q3	$506K	Buy	1,434 +5	+0.3%	+$1.76K	0.33%	63
2019 Q2	$507K	Buy	+1,429	New	+$507K	0.34%	63
2019 Q1	–	Sell	-1,417	Closed	-$429K	–	82
2018 Q4	$429K	Buy	1,417 +4	+0.3%	+$1.21K	0.37%	48
2018 Q3	$519K	Buy	1,413 +4	+0.3%	+$1.47K	0.32%	54
2018 Q2	$500K	Buy	1,409 +4	+0.3%	+$1.42K	0.31%	57
2018 Q1	$480K	Buy	1,405 +5	+0.4%	+$1.71K	0.3%	61
2017 Q4	$484K	Buy	1,400 +6	+0.4%	+$2.07K	0.32%	56
2017 Q3	$455K	Buy	1,394 +2	+0.1%	+$653	0.32%	55
2017 Q2	$442K	Buy	1,392 +4	+0.3%	+$1.27K	0.33%	53
2017 Q1	$434K	Buy	1,388 +5	+0.4%	+$1.56K	0.33%	53
2016 Q4	$417K	Buy	1,383 +6	+0.4%	+$1.81K	0.33%	52
2016 Q3	$389K	Buy	1,377 +4	+0.3%	+$1.13K	0.31%	60
2016 Q2	$374K	Buy	1,373 +4	+0.3%	+$1.09K	0.34%	57
2016 Q1	$360K	Buy	1,369 +6	+0.4%	+$1.58K	0.34%	57
2015 Q4	$346K	Buy	1,363 +4	+0.3%	+$1.02K	0.29%	67
2015 Q3	$338K	Buy	1,359 +5	+0.4%	+$1.24K	0.26%	64
2015 Q2	$370K	Buy	1,354 +3	+0.2%	+$820	0.26%	64
2015 Q1	$375K	Buy	1,351 +5	+0.4%	+$1.39K	0.25%	60
2014 Q4	$355K	Buy	1,346 +3	+0.2%	+$791	0.24%	59
2014 Q3	$335K	Buy	1,343 +5	+0.4%	+$1.25K	0.23%	57
2014 Q2	$349K	Buy	1,338 +3	+0.2%	+$783	0.23%	52
2014 Q1	$334K	Buy	1,335 +4	+0.3%	+$1K	0.21%	49
2013 Q4	$325K	Buy	+1,331	New	+$325K	0.21%	45