Sheets Smith Wealth Management’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 | $230K | Buy |
406
+1
| +0.2% | +$566 | 0.03% | 380 |
|
|
2025
Q1 | $216K | Hold |
405
| – | – | 0.03% | 340 |
|
|
2024
Q4 | $231K | Hold |
405
| – | – | 0.03% | 353 |
|
|
2024
Q3 | $231K | Hold |
405
| – | – | 0.03% | 346 |
|
|
2024
Q2 | $217K | Sell |
405
-15
| -4% | -$8.03K | 0.03% | 355 |
|
|
2024
Q1 | $234K | Sell |
420
-41
| -9% | -$22.8K | 0.03% | 351 |
|
|
2023
Q4 | $234K | Buy |
+461
| New | +$234K | 0.03% | 315 |
|
|
2018
Q3 | – | Sell |
-1,800
| Closed | -$639K | – | 345 |
|
|
2018
Q2 | $639K | Hold |
1,800
| – | – | 0.15% | 161 |
|
|
2018
Q1 | $615K | Hold |
1,800
| – | – | 0.15% | 165 |
|
|
2017
Q4 | $622K | Hold |
1,800
| – | – | 0.15% | 173 |
|
|
2017
Q3 | $587K | Sell |
1,800
-7
| -0.4% | -$2.28K | 0.15% | 173 |
|
|
2017
Q2 | $574K | Hold |
1,807
| – | – | 0.15% | 158 |
|
|
2017
Q1 | $565K | Buy |
1,807
+2
| +0.1% | +$625 | 0.15% | 173 |
|
|
2016
Q4 | $545K | Sell |
1,805
-6
| -0.3% | -$1.81K | 0.15% | 179 |
|
|
2016
Q3 | $511K | Buy |
1,811
+6
| +0.3% | +$1.69K | 0.14% | 178 |
|
|
2016
Q2 | $491K | Hold |
1,805
| – | – | 0.14% | 178 |
|
|
2016
Q1 | $474K | Buy |
1,805
+5
| +0.3% | +$1.31K | 0.15% | 154 |
|
|
2015
Q4 | $457K | Buy |
+1,800
| New | +$457K | 0.14% | 160 |
|
|
2015
Q3 | – | Sell |
-1,800
| Closed | -$492K | – | 227 |
|
|
2015
Q2 | $492K | Hold |
1,800
| – | – | 0.13% | 166 |
|
|
2015
Q1 | $499K | Hold |
1,800
| – | – | 0.14% | 167 |
|
|
2014
Q4 | $475K | Hold |
1,800
| – | – | 0.12% | 173 |
|
|
2014
Q3 | $449K | Hold |
1,800
| – | – | 0.12% | 173 |
|
|
2014
Q2 | $469K | Hold |
1,800
| – | – | 0.13% | 180 |
|
|
2014
Q1 | $451K | Hold |
1,800
| – | – | 0.13% | 180 |
|
|
2013
Q4 | $440K | Buy |
+1,800
| New | +$440K | 0.12% | 186 |
|