Tandem Wealth 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 | $18M | Buy |
31,828
+2,577
| +9% | +$1.46M | 8.92% | 3 |
|
|
2025
Q1 | $15.6M | Buy |
29,251
+785
| +3% | +$419K | 8.16% | 2 |
|
|
2024
Q4 | $16.2M | Sell |
28,466
-4,339
| -13% | -$2.47M | 8.27% | 2 |
|
|
2024
Q3 | $18.7M | Buy |
32,805
+94
| +0.3% | +$53.5K | 9.47% | 2 |
|
|
2024
Q2 | $17.5M | Buy |
32,711
+328
| +1% | +$176K | 9.38% | 3 |
|
|
2024
Q1 | $17.8M | Buy |
32,383
+75
| +0.2% | +$41.3K | 9.81% | 3 |
|
|
2023
Q4 | $16.4M | Sell |
32,308
-745
| -2% | -$378K | 9.45% | 3 |
|
|
2023
Q3 | $15.1M | Buy |
33,053
+928
| +3% | +$424K | 9.22% | 3 |
|
|
2023
Q2 | $15.4M | Buy |
32,125
+294
| +0.9% | +$141K | 9.3% | 3 |
|
|
2023
Q1 | $14.6M | Buy |
31,831
+6,285
| +25% | +$2.88M | 9.08% | 3 |
|
|
2022
Q4 | $11.3M | Buy |
+25,546
| New | +$11.3M | 7.19% | 5 |
|