Summit Financial Wealth Advisors’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 | $234K | Buy |
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|
2025
Q2 | $221K | Buy |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $228K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $206K | Buy |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $820K | Buy |
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|
2022
Q3 | $807K | Buy |
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|
2022
Q2 | $814K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $964K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $774K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $704K | Buy |
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|
2020
Q2 | $644K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $336K | Buy |
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|
2019
Q2 | $341K | Hold |
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|
2019
Q1 | $337K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $622K | Sell |
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|
2017
Q1 | $613K | Hold |
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|
2016
Q4 | $592K | Hold |
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|
2016
Q3 | $554K | Hold |
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|
2016
Q2 | $534K | Hold |
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|
2016
Q1 | $515K | Sell |
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|
2015
Q4 | $517K | Buy |
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