SFG
Sovereign Financial Group’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 | $1.02M | Hold |
1,804
| – | – | 0.21% | 89 |
|
|
2025
Q1 | $962K | Sell |
1,804
-11
| -0.6% | -$5.87K | 0.22% | 87 |
|
|
2024
Q4 | $1.03M | Buy |
1,815
+1
| +0.1% | +$570 | 0.24% | 82 |
|
|
2024
Q3 | $1.03M | Sell |
1,814
-87
| -5% | -$49.6K | 0.24% | 81 |
|
|
2024
Q2 | $1.02M | Sell |
1,901
-1,459
| -43% | -$781K | 0.25% | 83 |
|
|
2024
Q1 | $1.87M | Buy |
3,360
+4
| +0.1% | +$2.23K | 0.5% | 35 |
|
|
2023
Q4 | $1.7M | Sell |
3,356
-507
| -13% | -$257K | 0.52% | 34 |
|
|
2023
Q3 | $1.76M | Sell |
3,863
-15
| -0.4% | -$6.85K | 0.63% | 30 |
|
|
2023
Q2 | $1.86M | Buy |
3,878
+3
| +0.1% | +$1.44K | 0.61% | 34 |
|
|
2023
Q1 | $1.78M | Buy |
3,875
+4
| +0.1% | +$1.83K | 0.66% | 37 |
|
|
2022
Q4 | $1.71M | Sell |
3,871
-191
| -5% | -$84.6K | 0.68% | 41 |
|
|
2022
Q3 | $1.63M | Buy |
4,062
+4
| +0.1% | +$1.61K | 0.66% | 36 |
|
|
2022
Q2 | $1.68M | Buy |
4,058
+89
| +2% | +$36.8K | 0.66% | 39 |
|
|
2022
Q1 | $1.95M | Buy |
3,969
+21
| +0.5% | +$10.3K | 0.72% | 35 |
|
|
2021
Q4 | $2.04M | Buy |
+3,948
| New | +$2.04M | 0.82% | 28 |
|