Summit Place Financial 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 | $465K | Hold |
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|
2025
Q2 | $442K | Hold |
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|
2025
Q1 | $416K | Hold |
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|
2024
Q4 | $444K | Hold |
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|
2024
Q3 | $444K | Hold |
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|
2024
Q2 | $417K | Hold |
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|
2024
Q1 | $434K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $356K | Hold |
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|
2023
Q2 | $374K | Hold |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $383K | Hold |
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|
2021
Q4 | $404K | Hold |
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|
2021
Q3 | $375K | Buy |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $220K | Buy |
|