Strategic Wealth Partners’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 | $745K | Buy |
+1,315
| New | +$745K | 0.06% | 174 |
|
|
2024
Q4 | $704K | Buy |
1,205
+153
| +15% | +$89.4K | 0.06% | 174 |
|
|
2024
Q3 | $599K | Buy |
1,052
+28
| +3% | +$16K | 0.06% | 185 |
|
|
2024
Q2 | $548K | Hold |
1,024
| – | – | 0.06% | 188 |
|
|
2024
Q1 | $570K | Sell |
1,024
-12
| -1% | -$6.68K | 0.06% | 184 |
|
|
2023
Q4 | $526K | Hold |
1,036
| – | – | 0.06% | 179 |
|
|
2023
Q3 | $473K | Hold |
1,036
| – | – | 0.06% | 202 |
|
|
2023
Q2 | $496K | Buy |
1,036
+18
| +2% | +$8.62K | 0.06% | 206 |
|
|
2023
Q1 | $467K | Sell |
1,018
-56
| -5% | -$25.7K | 0.07% | 181 |
|
|
2022
Q4 | $476K | Buy |
1,074
+33
| +3% | +$14.6K | 0.09% | 174 |
|
|
2022
Q3 | $418K | Buy |
1,041
+15
| +1% | +$6.03K | 0.09% | 189 |
|
|
2022
Q2 | $424K | Sell |
1,026
-426
| -29% | -$176K | 0.09% | 167 |
|
|
2022
Q1 | $712K | Hold |
1,452
| – | – | 0.14% | 154 |
|
|
2021
Q4 | $752K | Sell |
1,452
-177
| -11% | -$91.7K | 0.14% | 165 |
|
|
2021
Q3 | $783K | Buy |
1,629
+76
| +5% | +$36.5K | 0.23% | 124 |
|
|
2021
Q2 | $763K | Buy |
+1,553
| New | +$763K | 0.25% | 102 |
|
|
2019
Q4 | – | Sell |
-28
| Closed | -$9 | – | 351 |
|
|
2019
Q3 | $9 | Buy |
+28
| New | +$9 | ﹤0.01% | 586 |
|
|
2019
Q2 | – | Sell |
-214
| Closed | -$75K | – | 790 |
|
|
2019
Q1 | $75K | Buy |
214
+93
| +77% | +$32.6K | 0.03% | 201 |
|
|
2018
Q4 | $40K | Sell |
121
-99
| -45% | -$32.7K | 0.02% | 250 |
|
|
2018
Q3 | $81K | Sell |
220
-136
| -38% | -$50.1K | 0.04% | 193 |
|
|
2018
Q2 | $126K | Sell |
356
-6,588
| -95% | -$2.33M | 0.07% | 174 |
|
|
2018
Q1 | $2.37M | Buy |
6,944
+6,650
| +2,262% | +$2.27M | 1.22% | 17 |
|
|
2017
Q4 | $98K | Buy |
+294
| New | +$98K | 0.05% | 183 |
|