TD Private Client Wealth’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 | $2.39M | Buy |
4,212
+1,575
| +60% | +$892K | 0.06% | 216 |
|
|
2025
Q1 | $1.41M | Sell |
2,637
-1,200
| -31% | -$640K | 0.04% | 283 |
|
|
2024
Q4 | $2.19M | Buy |
3,837
+66
| +2% | +$37.6K | 0.06% | 216 |
|
|
2024
Q3 | $2.15M | Sell |
3,771
-53
| -1% | -$30.2K | 0.06% | 230 |
|
|
2024
Q2 | $2.05M | Sell |
3,824
-90
| -2% | -$48.2K | 0.06% | 227 |
|
|
2024
Q1 | $2.18M | Buy |
3,914
+587
| +18% | +$327K | 0.07% | 218 |
|
|
2023
Q4 | $1.69M | Buy |
3,327
+407
| +14% | +$207K | 0.06% | 248 |
|
|
2023
Q3 | $1.33M | Buy |
2,920
+65
| +2% | +$29.7K | 0.06% | 276 |
|
|
2023
Q2 | $1.37M | Buy |
2,855
+356
| +14% | +$170K | 0.06% | 284 |
|
|
2023
Q1 | $1.15M | Sell |
2,499
-137
| -5% | -$62.8K | 0.05% | 310 |
|
|
2022
Q4 | $1.17M | Buy |
2,636
+473
| +22% | +$209K | 0.06% | 295 |
|
|
2022
Q3 | $869K | Buy |
2,163
+26
| +1% | +$10.4K | 0.04% | 331 |
|
|
2022
Q2 | $884K | Buy |
2,137
+477
| +29% | +$197K | 0.04% | 335 |
|
|
2022
Q1 | $814K | Buy |
1,660
+392
| +31% | +$192K | 0.03% | 366 |
|
|
2021
Q4 | $656K | Buy |
1,268
+249
| +24% | +$129K | 0.03% | 383 |
|
|
2021
Q3 | $490K | Buy |
1,019
+477
| +88% | +$229K | 0.02% | 398 |
|
|
2021
Q2 | $266K | Buy |
542
+30
| +6% | +$14.7K | 0.01% | 482 |
|
|
2021
Q1 | $244K | Sell |
512
-127
| -20% | -$60.5K | 0.01% | 475 |
|
|
2020
Q4 | $268K | Sell |
639
-28
| -4% | -$11.8K | 0.01% | 452 |
|
|
2020
Q3 | $226K | Sell |
667
-160
| -19% | -$54.2K | 0.01% | 448 |
|
|
2020
Q2 | $268K | Sell |
827
-703
| -46% | -$228K | 0.02% | 420 |
|
|
2020
Q1 | $402K | Hold |
1,530
| – | – | 0.03% | 357 |
|
|
2019
Q4 | $574K | Buy |
+1,530
| New | +$574K | 0.03% | 335 |
|