SWA
SOA Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
2,085
-166
| -7% | -$94K | 0.22% | 71 |
|
|
2025
Q1 | $1.2M | Hold |
2,251
| – | – | 0.25% | 66 |
|
|
2024
Q4 | $1.28M | Sell |
2,251
-190
| -8% | -$108K | 0.24% | 66 |
|
|
2024
Q3 | $1.39M | Buy |
2,441
+2
| +0.1% | +$1.14K | 0.27% | 63 |
|
|
2024
Q2 | $1.31M | Sell |
2,439
-134
| -5% | -$71.7K | 0.26% | 63 |
|
|
2024
Q1 | $1.43M | Sell |
2,573
-136
| -5% | -$75.7K | 0.3% | 58 |
|
|
2023
Q4 | $1.37M | Sell |
2,709
-178
| -6% | -$90.3K | 0.31% | 57 |
|
|
2023
Q3 | $1.32M | Sell |
2,887
-157
| -5% | -$71.7K | 0.33% | 56 |
|
|
2023
Q2 | $1.46M | Sell |
3,044
-421
| -12% | -$202K | 0.34% | 55 |
|
|
2023
Q1 | $1.59M | Buy |
3,465
+3
| +0.1% | +$1.38K | 0.39% | 52 |
|
|
2022
Q4 | $1.53M | Buy |
3,462
+3
| +0.1% | +$1.33K | 0.41% | 52 |
|
|
2022
Q3 | $1.39M | Buy |
3,459
+3
| +0.1% | +$1.21K | 0.42% | 53 |
|
|
2022
Q2 | $1.43M | Sell |
3,456
-96
| -3% | -$39.7K | 0.42% | 53 |
|
|
2022
Q1 | $1.74M | Buy |
3,552
+2
| +0.1% | +$981 | 0.42% | 53 |
|
|
2021
Q4 | $1.84M | Sell |
3,550
-52
| -1% | -$26.9K | 0.44% | 51 |
|
|
2021
Q3 | $1.73M | Sell |
3,602
-66
| -2% | -$31.7K | 0.44% | 50 |
|
|
2021
Q2 | $1.8M | Sell |
3,668
-341
| -9% | -$167K | 0.46% | 51 |
|
|
2021
Q1 | $1.91M | Hold |
4,009
| – | – | 0.53% | 46 |
|
|
2020
Q4 | $1.84M | Buy |
+4,009
| New | +$1.84M | 0.5% | 47 |
|