Summit Asset Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $660K | Hold |
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|
2025
Q2 | $628K | Buy |
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|
2025
Q1 | $399K | Hold |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $293K | Sell |
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|
2024
Q1 | $322K | Hold |
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|
2023
Q4 | $293K | Hold |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $239K | Buy |
|