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Sterling Investment Advisors (Pennsylvania)’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
$2.44M Sell
4,304
-91
-2% -$51.6K 0.53% 56
2025
Q1
$2.34M Sell
4,395
-87
-2% -$46.4K 0.56% 56
2024
Q4
$2.55M Sell
4,482
-273
-6% -$156K 0.62% 53
2024
Q3
$2.71M Sell
4,755
-96
-2% -$54.7K 0.69% 50
2024
Q2
$2.6M Sell
4,851
-163
-3% -$87.2K 0.7% 50
2024
Q1
$2.79M Sell
5,014
-281
-5% -$156K 0.78% 48
2023
Q4
$2.69M Buy
5,295
+49
+0.9% +$24.9K 0.84% 43
2023
Q3
$2.4M Sell
5,246
-96
-2% -$43.8K 0.84% 43
2023
Q2
$2.56M Sell
5,342
-182
-3% -$87.2K 0.85% 36
2023
Q1
$2.53M Sell
5,524
-214
-4% -$98.1K 0.85% 41
2022
Q4
$2.54M Sell
5,738
-40
-0.7% -$17.7K 0.91% 39
2022
Q3
$2.32M Buy
+5,778
New +$2.32M 0.87% 38