Spire Wealth Management’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
Q2 | $572K | Sell |
1,009
-1,466
| -59% | -$831K | 0.02% | 481 |
|
|
2025
Q1 | $1.32M | Buy |
2,475
+13
| +0.5% | +$6.94K | 0.04% | 341 |
|
|
2024
Q4 | $1.4M | Sell |
2,462
-20
| -0.8% | -$11.4K | 0.04% | 316 |
|
|
2024
Q3 | $1.41M | Sell |
2,482
-17
| -0.7% | -$9.69K | 0.05% | 299 |
|
|
2024
Q2 | $1.34M | Buy |
2,499
+84
| +3% | +$44.9K | 0.05% | 289 |
|
|
2024
Q1 | $1.34M | Sell |
2,415
-76
| -3% | -$42.3K | 0.02% | 309 |
|
|
2023
Q4 | $1.25M | Sell |
2,491
-357
| -13% | -$179K | 0.04% | 318 |
|
|
2023
Q3 | $1.3M | Sell |
2,848
-582
| -17% | -$266K | 0.05% | 279 |
|
|
2023
Q2 | $1.64M | Sell |
3,430
-37
| -1% | -$17.7K | 0.06% | 262 |
|
|
2023
Q1 | $1.59M | Buy |
3,467
+837
| +32% | +$384K | 0.06% | 260 |
|
|
2022
Q4 | $1.16M | Buy |
2,630
+609
| +30% | +$270K | 0.07% | 217 |
|
|
2022
Q3 | $812K | Sell |
2,021
-11,865
| -85% | -$4.77M | 0.05% | 245 |
|
|
2022
Q2 | $5.74M | Buy |
13,886
+8,700
| +168% | +$3.6M | 0.24% | 108 |
|
|
2022
Q1 | $2.54M | Sell |
5,186
-1,502
| -22% | -$737K | 0.07% | 236 |
|
|
2021
Q4 | $3.46M | Buy |
6,688
+1,404
| +27% | +$727K | 0.08% | 215 |
|
|
2021
Q3 | $2.54M | Buy |
5,284
+450
| +9% | +$216K | 0.07% | 247 |
|
|
2021
Q2 | $2.37M | Sell |
4,834
-952
| -16% | -$468K | 0.06% | 264 |
|
|
2021
Q1 | $2.76M | Buy |
+5,786
| New | +$2.76M | 0.07% | 226 |
|