Summit Financial’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 | $5.71M | Buy |
10,047
+603
| +6% | +$343K | 0.13% | 144 |
|
|
2025
Q1 | $5.04M | Buy |
9,444
+463
| +5% | +$247K | 0.14% | 135 |
|
|
2024
Q4 | $5.13M | Buy |
8,981
+967
| +12% | +$553K | 0.18% | 105 |
|
|
2024
Q3 | $4.58M | Buy |
8,014
+1,774
| +28% | +$1.01M | 0.18% | 100 |
|
|
2024
Q2 | $3.35M | Buy |
6,240
+790
| +14% | +$424K | 0.15% | 107 |
|
|
2024
Q1 | $3.04M | Buy |
5,450
+955
| +21% | +$532K | 0.18% | 72 |
|
|
2023
Q4 | $2.29M | Buy |
4,495
+9
| +0.2% | +$4.58K | 0.15% | 93 |
|
|
2023
Q3 | $2.06M | Buy |
4,486
+42
| +0.9% | +$19.2K | 0.15% | 87 |
|
|
2023
Q2 | $2.13M | Sell |
4,444
-1,479
| -25% | -$711K | 0.16% | 86 |
|
|
2023
Q1 | $2.72M | Buy |
5,923
+207
| +4% | +$95.1K | 0.24% | 44 |
|
|
2022
Q4 | $2.53M | Sell |
5,716
-28
| -0.5% | -$12.4K | 0.24% | 47 |
|
|
2022
Q3 | $2.33M | Buy |
5,744
+441
| +8% | +$179K | 0.22% | 49 |
|
|
2022
Q2 | $2.2M | Buy |
5,303
+342
| +7% | +$142K | 0.21% | 51 |
|
|
2022
Q1 | $2.44M | Buy |
4,961
+985
| +25% | +$485K | 0.19% | 56 |
|
|
2021
Q4 | $2.06M | Buy |
3,976
+2,397
| +152% | +$1.24M | 0.16% | 56 |
|
|
2021
Q3 | $761K | Buy |
1,579
+782
| +98% | +$377K | 0.07% | 98 |
|
|
2021
Q2 | $392K | Buy |
+797
| New | +$392K | 0.04% | 104 |
|