Soltis Investment Advisors’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
Q1 | – | Sell |
-3,987
| Closed | -$2.27M | – | 381 |
|
|
2024
Q4 | $2.27M | Buy |
3,987
+29
| +0.7% | +$16.5K | 0.21% | 115 |
|
|
2024
Q3 | $2.25M | Sell |
3,958
-5
| -0.1% | -$2.85K | 0.22% | 112 |
|
|
2024
Q2 | $2.12M | Sell |
3,963
-11
| -0.3% | -$5.89K | 0.22% | 113 |
|
|
2024
Q1 | $2.21M | Buy |
3,974
+16
| +0.4% | +$8.9K | 0.25% | 111 |
|
|
2023
Q4 | $2.01M | Hold |
3,958
| – | – | 0.23% | 112 |
|
|
2023
Q3 | $1.81M | Hold |
3,958
| – | – | 0.23% | 111 |
|
|
2023
Q2 | $1.9M | Sell |
3,958
-330
| -8% | -$158K | 0.22% | 108 |
|
|
2023
Q1 | $1.97M | Hold |
4,288
| – | – | 0.25% | 109 |
|
|
2022
Q4 | $1.9M | Buy |
+4,288
| New | +$1.9M | 0.25% | 103 |
|