Simon Quick Advisors’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 | $723K | Sell |
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|
2025
Q2 | $688K | Sell |
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|
2025
Q1 | $651K | Hold |
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|
2024
Q4 | $694K | Hold |
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|
2024
Q3 | $695K | Hold |
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|
2024
Q2 | $652K | Hold |
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|
2024
Q1 | $678K | Hold |
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|
2023
Q4 | $618K | Hold |
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|
2023
Q3 | $556K | Hold |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $659K | Buy |
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|
2022
Q4 | $437K | Hold |
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|
2022
Q3 | $397K | Hold |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q3 | $388K | Hold |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $384K | Buy |
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|
2020
Q4 | $330K | Hold |
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|
2020
Q3 | $266K | Hold |
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|
2020
Q2 | $255K | Sell |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $342K | Buy |
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|
2019
Q3 | $321K | Hold |
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|
2019
Q2 | $323K | Sell |
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|
2019
Q1 | $323K | Buy |
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|
2018
Q4 | $268K | Hold |
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|
2018
Q3 | $325K | Buy |
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|
2018
Q2 | $35K | Hold |
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|
2018
Q1 | $34K | Hold |
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|
2017
Q4 | $35K | Sell |
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|
2017
Q3 | $37K | Buy |
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|
2017
Q2 | $31K | Hold |
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|
2017
Q1 | $31K | Buy |
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