SFWA
Summit Financial Wealth Advisors’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
Q1 | $208K | Hold |
390
| – | – | 0.04% | 142 |
|
|
2024
Q4 | $228K | Buy |
390
+3
| +0.8% | +$1.75K | 0.04% | 138 |
|
|
2024
Q3 | $221K | Buy |
387
+1
| +0.3% | +$570 | 0.04% | 141 |
|
|
2024
Q2 | $206K | Buy |
386
+1
| +0.3% | +$535 | 0.04% | 137 |
|
|
2024
Q1 | $214K | Buy |
+385
| New | +$214K | 0.04% | 128 |
|
|
2023
Q1 | – | Sell |
-1,853
| Closed | -$820K | – | 132 |
|
|
2022
Q4 | $820K | Buy |
1,853
+2
| +0.1% | +$886 | 0.2% | 61 |
|
|
2022
Q3 | $807K | Buy |
1,851
+1
| +0.1% | +$436 | 0.23% | 52 |
|
|
2022
Q2 | $814K | Buy |
+1,850
| New | +$814K | 0.19% | 57 |
|
|
2022
Q1 | – | Sell |
-1,848
| Closed | -$964K | – | 144 |
|
|
2021
Q4 | $964K | Buy |
+1,848
| New | +$964K | 0.19% | 55 |
|
|
2021
Q2 | – | Sell |
-1,844
| Closed | -$774K | – | 131 |
|
|
2021
Q1 | $774K | Buy |
+1,844
| New | +$774K | 0.2% | 54 |
|
|
2020
Q4 | – | Sell |
-1,994
| Closed | -$704K | – | 109 |
|
|
2020
Q3 | $704K | Buy |
1,994
+2
| +0.1% | +$706 | 0.19% | 55 |
|
|
2020
Q2 | $644K | Buy |
+1,992
| New | +$644K | 0.17% | 63 |
|
|
2019
Q4 | – | Sell |
-964
| Closed | -$336K | – | 147 |
|
|
2019
Q3 | $336K | Buy |
964
+2
| +0.2% | +$697 | 0.08% | 113 |
|
|
2019
Q2 | $341K | Hold |
962
| – | – | 0.08% | 118 |
|
|
2019
Q1 | $337K | Buy |
+962
| New | +$337K | 0.09% | 102 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$205K | – | 142 |
|
|
2018
Q3 | $205K | Buy |
+600
| New | +$205K | 0.06% | 136 |
|
|
2017
Q3 | – | Sell |
-1,959
| Closed | -$622K | – | 147 |
|
|
2017
Q2 | $622K | Sell |
1,959
-3
| -0.2% | -$953 | 0.25% | 82 |
|
|
2017
Q1 | $613K | Hold |
1,962
| – | – | 0.27% | 82 |
|
|
2016
Q4 | $592K | Hold |
1,962
| – | – | 0.26% | 86 |
|
|
2016
Q3 | $554K | Hold |
1,962
| – | – | 0.24% | 87 |
|
|
2016
Q2 | $534K | Hold |
1,962
| – | – | 0.22% | 85 |
|
|
2016
Q1 | $515K | Sell |
1,962
-75
| -4% | -$19.7K | 0.23% | 81 |
|
|
2015
Q4 | $517K | Buy |
+2,037
| New | +$517K | 0.24% | 81 |
|