Symphony 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 | $247K | Buy |
+426
| New | +$247K | 0.03% | 224 |
|
|
2025
Q1 | – | Sell |
-426
| Closed | -$256K | – | 166 |
|
|
2024
Q4 | $256K | Hold |
426
| – | – | 0.04% | 193 |
|
|
2024
Q3 | $243K | Hold |
426
| – | – | 0.04% | 198 |
|
|
2024
Q2 | $227K | Hold |
426
| – | – | 0.04% | 195 |
|
|
2024
Q1 | $237K | Hold |
426
| – | – | 0.06% | 168 |
|
|
2023
Q4 | $211K | Buy |
+426
| New | +$211K | 0.05% | 185 |
|
|
2023
Q3 | – | Sell |
-426
| Closed | -$203K | – | 179 |
|
|
2023
Q2 | $203K | Buy |
+426
| New | +$203K | 0.05% | 179 |
|
|
2022
Q2 | – | Sell |
-426
| Closed | -$203K | – | 198 |
|
|
2022
Q1 | $203K | Hold |
426
| – | – | 0.05% | 185 |
|
|
2021
Q4 | $221K | Hold |
426
| – | – | 0.06% | 168 |
|
|
2021
Q3 | $208K | Hold |
426
| – | – | 0.07% | 165 |
|
|
2021
Q2 | $209K | Hold |
426
| – | – | 0.07% | 160 |
|
|
2021
Q1 | $207K | Buy |
+426
| New | +$207K | 0.05% | 184 |
|