Texas Capital Bank Wealth Management Services’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 | $406K | Hold |
717
| – | – | 0.04% | 149 |
|
|
2025
Q1 | $383K | Sell |
717
-45
| -6% | -$24K | 0.04% | 143 |
|
|
2024
Q4 | $434K | Hold |
762
| – | – | 0.04% | 116 |
|
|
2024
Q3 | $434K | Sell |
762
-35
| -4% | -$19.9K | 0.04% | 130 |
|
|
2024
Q2 | $426K | Hold |
797
| – | – | 0.04% | 128 |
|
|
2024
Q1 | $443K | Sell |
797
-7
| -0.9% | -$3.9K | 0.05% | 121 |
|
|
2023
Q4 | $408K | Sell |
804
-1,271
| -61% | -$645K | 0.05% | 124 |
|
|
2023
Q3 | $948K | Buy |
2,075
+7
| +0.3% | +$3.2K | 0.12% | 83 |
|
|
2023
Q2 | $990K | Sell |
2,068
-103
| -5% | -$49.3K | 0.11% | 81 |
|
|
2023
Q1 | $995K | Hold |
2,171
| – | – | 0.12% | 80 |
|
|
2022
Q4 | $961K | Hold |
2,171
| – | – | 0.12% | 80 |
|
|
2022
Q3 | $872K | Sell |
2,171
-230
| -10% | -$92.4K | 0.11% | 81 |
|
|
2022
Q2 | $993K | Sell |
2,401
-292
| -11% | -$121K | 0.12% | 76 |
|
|
2022
Q1 | $1.32M | Hold |
2,693
| – | – | 0.12% | 71 |
|
|
2021
Q4 | $1.39M | Hold |
2,693
| – | – | 0.12% | 70 |
|
|
2021
Q3 | $1.3M | Sell |
2,693
-631
| -19% | -$303K | 0.13% | 72 |
|
|
2021
Q2 | $1.63M | Hold |
3,324
| – | – | 0.2% | 61 |
|
|
2021
Q1 | $1.58M | Hold |
3,324
| – | – | 0.23% | 61 |
|
|
2020
Q4 | $1.4M | Hold |
3,324
| – | – | 0.21% | 66 |
|
|
2020
Q3 | $1.13M | Sell |
3,324
-127
| -4% | -$43K | 0.18% | 74 |
|
|
2020
Q2 | $1.12M | Buy |
3,451
+462
| +15% | +$150K | 0.25% | 57 |
|
|
2020
Q1 | $786K | Sell |
2,989
-835
| -22% | -$220K | 0.22% | 64 |
|
|
2019
Q4 | $1.44M | Buy |
+3,824
| New | +$1.44M | 0.32% | 59 |
|