Stratos Wealth 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
Q2 | $1.5M | Sell |
2,646
-81
| -3% | -$45.9K | 0.08% | 258 |
|
|
2025
Q1 | $1.46M | Buy |
2,727
+252
| +10% | +$134K | 0.08% | 246 |
|
|
2024
Q4 | $1.41M | Buy |
2,475
+61
| +3% | +$34.8K | 0.07% | 278 |
|
|
2024
Q3 | $1.38M | Buy |
2,414
+241
| +11% | +$137K | 0.06% | 300 |
|
|
2024
Q2 | $1.16M | Sell |
2,173
-7
| -0.3% | -$3.75K | 0.06% | 307 |
|
|
2024
Q1 | $1.21M | Buy |
2,180
+197
| +10% | +$110K | 0.07% | 294 |
|
|
2023
Q4 | $1.01M | Buy |
1,983
+140
| +8% | +$71K | 0.06% | 324 |
|
|
2023
Q3 | $842K | Hold |
1,843
| – | – | 0.06% | 340 |
|
|
2023
Q2 | $883K | Hold |
1,843
| – | – | 0.06% | 331 |
|
|
2023
Q1 | $845K | Buy |
1,843
+67
| +4% | +$30.7K | 0.07% | 323 |
|
|
2022
Q4 | $786K | Buy |
+1,776
| New | +$786K | 0.07% | 322 |
|
|
2019
Q4 | – | Sell |
-2,777
| Closed | -$979K | – | 211 |
|
|
2019
Q3 | $979K | Hold |
2,777
| – | – | 0.37% | 73 |
|
|
2019
Q2 | $985K | Hold |
2,777
| – | – | 0.39% | 63 |
|
|
2019
Q1 | $959K | Sell |
2,777
-37
| -1% | -$12.8K | 0.52% | 52 |
|
|
2018
Q4 | $852K | Buy |
+2,814
| New | +$852K | 0.57% | 50 |
|