Summit Place Financial Advisors’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 | $442K | Hold |
780
| – | – | 0.22% | 69 |
|
|
2025
Q1 | $416K | Hold |
780
| – | – | 0.23% | 72 |
|
|
2024
Q4 | $444K | Hold |
780
| – | – | 0.25% | 69 |
|
|
2024
Q3 | $444K | Hold |
780
| – | – | 0.25% | 70 |
|
|
2024
Q2 | $417K | Hold |
780
| – | – | 0.25% | 72 |
|
|
2024
Q1 | $434K | Hold |
780
| – | – | 0.25% | 73 |
|
|
2023
Q4 | $396K | Hold |
780
| – | – | 0.26% | 71 |
|
|
2023
Q3 | $356K | Hold |
780
| – | – | 0.25% | 75 |
|
|
2023
Q2 | $374K | Hold |
780
| – | – | 0.24% | 75 |
|
|
2023
Q1 | $358K | Hold |
780
| – | – | 0.25% | 76 |
|
|
2022
Q4 | $345K | Hold |
780
| – | – | 0.28% | 70 |
|
|
2022
Q3 | $313K | Hold |
780
| – | – | 0.29% | 74 |
|
|
2022
Q2 | $323K | Hold |
780
| – | – | 0.27% | 81 |
|
|
2022
Q1 | $383K | Hold |
780
| – | – | 0.26% | 88 |
|
|
2021
Q4 | $404K | Hold |
780
| – | – | 0.28% | 83 |
|
|
2021
Q3 | $375K | Buy |
780
+255
| +49% | +$123K | 0.27% | 85 |
|
|
2021
Q2 | $258K | Hold |
525
| – | – | 0.19% | 97 |
|
|
2021
Q1 | $250K | Hold |
525
| – | – | 0.2% | 95 |
|
|
2020
Q4 | $220K | Buy |
+525
| New | +$220K | 0.19% | 81 |
|