Summit Wealth Partners’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 | $1.93M | Sell |
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|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $3.69M | Sell |
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|
2024
Q2 | $3.48M | Sell |
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|
2024
Q1 | $3.67M | Sell |
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|
2023
Q4 | $3.35M | Hold |
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|
2023
Q3 | $3.01M | Sell |
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|
2023
Q2 | $3.21M | Hold |
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|
2023
Q1 | $3.07M | Buy |
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $2.69M | Sell |
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|
2022
Q2 | $2.79M | Sell |
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|
2022
Q1 | $3.31M | Sell |
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|
2021
Q4 | $3.52M | Buy |
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|
2021
Q3 | $3.27M | Buy |
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|
2021
Q2 | $3.34M | Buy |
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|
2021
Q1 | $3.23M | Sell |
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|
2020
Q4 | $2.86M | Sell |
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|
2020
Q3 | $2.33M | Sell |
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|
2020
Q2 | $2.3M | Buy |
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|
2020
Q1 | $1.72M | Buy |
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|
2019
Q4 | $2.13M | Buy |
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