SWP
Summit Wealth Partners’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
Q2 | $1.85M | Sell |
3,272
-36
| -1% | -$20.4K | 0.35% | 52 |
|
|
2025
Q1 | $1.77M | Sell |
3,308
-18
| -0.5% | -$9.6K | 0.36% | 56 |
|
|
2024
Q4 | $1.89M | Sell |
3,326
-3,152
| -49% | -$1.8M | 0.39% | 54 |
|
|
2024
Q3 | $3.69M | Sell |
6,478
-17
| -0.3% | -$9.68K | 0.71% | 36 |
|
|
2024
Q2 | $3.48M | Sell |
6,495
-95
| -1% | -$50.8K | 0.72% | 35 |
|
|
2024
Q1 | $3.67M | Sell |
6,590
-4
| -0.1% | -$2.23K | 0.78% | 31 |
|
|
2023
Q4 | $3.35M | Hold |
6,594
| – | – | 0.78% | 32 |
|
|
2023
Q3 | $3.01M | Sell |
6,594
-99
| -1% | -$45.2K | 0.77% | 31 |
|
|
2023
Q2 | $3.21M | Hold |
6,693
| – | – | 0.8% | 30 |
|
|
2023
Q1 | $3.07M | Buy |
6,693
+1
| +0% | +$458 | 0.79% | 30 |
|
|
2022
Q4 | $2.96M | Sell |
6,692
-17
| -0.3% | -$7.53K | 0.79% | 29 |
|
|
2022
Q3 | $2.69M | Sell |
6,709
-30
| -0.4% | -$12K | 0.76% | 33 |
|
|
2022
Q2 | $2.79M | Sell |
6,739
-14
| -0.2% | -$5.79K | 0.75% | 32 |
|
|
2022
Q1 | $3.31M | Sell |
6,753
-44
| -0.6% | -$21.6K | 0.75% | 29 |
|
|
2021
Q4 | $3.52M | Buy |
6,797
+4
| +0.1% | +$2.07K | 0.75% | 30 |
|
|
2021
Q3 | $3.27M | Buy |
6,793
+1
| +0% | +$481 | 0.77% | 30 |
|
|
2021
Q2 | $3.34M | Buy |
6,792
+1
| +0% | +$491 | 0.8% | 30 |
|
|
2021
Q1 | $3.23M | Sell |
6,791
-32
| -0.5% | -$15.2K | 0.83% | 30 |
|
|
2020
Q4 | $2.86M | Sell |
6,823
-43
| -0.6% | -$18.1K | 0.78% | 30 |
|
|
2020
Q3 | $2.33M | Sell |
6,866
-220
| -3% | -$74.5K | 0.7% | 32 |
|
|
2020
Q2 | $2.3M | Buy |
7,086
+559
| +9% | +$181K | 0.74% | 32 |
|
|
2020
Q1 | $1.72M | Buy |
6,527
+852
| +15% | +$224K | 0.7% | 30 |
|
|
2019
Q4 | $2.13M | Buy |
+5,675
| New | +$2.13M | 0.74% | 31 |
|