Sheets Smith 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 | $242K | Hold |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $231K | Hold |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $234K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $639K | Hold |
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|
2018
Q1 | $615K | Hold |
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|
2017
Q4 | $622K | Hold |
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|
2017
Q3 | $587K | Sell |
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|
2017
Q2 | $574K | Hold |
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|
2017
Q1 | $565K | Buy |
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|
2016
Q4 | $545K | Sell |
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|
2016
Q3 | $511K | Buy |
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|
2016
Q2 | $491K | Hold |
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|
2016
Q1 | $474K | Buy |
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|
2015
Q4 | $457K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $492K | Hold |
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|
2015
Q1 | $499K | Hold |
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|
2014
Q4 | $475K | Hold |
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|
2014
Q3 | $449K | Hold |
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|
2014
Q2 | $469K | Hold |
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|
2014
Q1 | $451K | Hold |
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|
2013
Q4 | $440K | Buy |
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