Tiller Private 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 | $16.1M | Buy |
28,354
+333
| +1% | +$189K | 6.11% | 6 |
|
|
2025
Q1 | $14.9M | Buy |
28,021
+958
| +4% | +$511K | 6.23% | 7 |
|
|
2024
Q4 | $15.4M | Buy |
27,063
+452
| +2% | +$257K | 6.53% | 7 |
|
|
2024
Q3 | $15.2M | Buy |
26,611
+520
| +2% | +$296K | 6.28% | 7 |
|
|
2024
Q2 | $14M | Buy |
26,091
+10
| +0% | +$5.35K | 6.13% | 8 |
|
|
2024
Q1 | $14.5M | Buy |
26,081
+725
| +3% | +$403K | 6.48% | 7 |
|
|
2023
Q4 | $12.9M | Buy |
25,356
+336
| +1% | +$170K | 6.44% | 7 |
|
|
2023
Q3 | $11.4M | Buy |
25,020
+295
| +1% | +$135K | 6.21% | 7 |
|
|
2023
Q2 | $11.8M | Buy |
24,725
+65
| +0.3% | +$31.1K | 6.45% | 7 |
|
|
2023
Q1 | $11.3M | Buy |
24,660
+13
| +0.1% | +$5.96K | 6.33% | 7 |
|
|
2022
Q4 | $10.9M | Sell |
24,647
-540
| -2% | -$239K | 6.44% | 5 |
|
|
2022
Q3 | $10.1M | Buy |
25,187
+163
| +0.7% | +$65.5K | 6.51% | 5 |
|
|
2022
Q2 | $10.3M | Buy |
25,024
+793
| +3% | +$328K | 6.35% | 6 |
|
|
2022
Q1 | $11.9M | Buy |
24,231
+50
| +0.2% | +$24.5K | 6.86% | 6 |
|
|
2021
Q4 | $12.5M | Buy |
24,181
+962
| +4% | +$498K | 7.9% | 5 |
|
|
2021
Q3 | $11.2M | Buy |
23,219
+3,491
| +18% | +$1.68M | 8.42% | 4 |
|
|
2021
Q2 | $9.69M | Buy |
19,728
+472
| +2% | +$232K | 10.33% | 4 |
|
|
2021
Q1 | $9.17M | Sell |
19,256
-651
| -3% | -$310K | 11.45% | 4 |
|
|
2020
Q4 | $8.36M | Sell |
19,907
-698
| -3% | -$293K | 11.29% | 4 |
|
|
2020
Q3 | $6.98M | Sell |
20,605
-929
| -4% | -$315K | 12.91% | 3 |
|
|
2020
Q2 | $6.99M | Sell |
21,534
-18,599
| -46% | -$6.03M | 14.18% | 3 |
|
|
2020
Q1 | $10.6M | Buy |
40,133
+105
| +0.3% | +$27.6K | 12.01% | 3 |
|
|
2019
Q4 | $15M | Sell |
40,028
-365
| -0.9% | -$137K | 12.16% | 3 |
|
|
2019
Q3 | $14.2M | Sell |
40,393
-173
| -0.4% | -$61K | 12.16% | 3 |
|
|
2019
Q2 | $14.4M | Sell |
40,566
-617
| -1% | -$219K | 12.1% | 3 |
|
|
2019
Q1 | $14.2M | Sell |
41,183
-1,739
| -4% | -$601K | 12.34% | 3 |
|
|
2018
Q4 | $13M | Buy |
42,922
+1,053
| +3% | +$319K | 11.41% | 2 |
|
|
2018
Q3 | $15.4M | Sell |
41,869
-82
| -0.2% | -$30.1K | 10.74% | 1 |
|
|
2018
Q2 | $14.9M | Buy |
41,951
+410
| +1% | +$146K | 10.4% | 1 |
|
|
2018
Q1 | $14.2M | Buy |
41,541
+9,694
| +30% | +$3.31M | 10.21% | 1 |
|
|
2017
Q4 | $11M | Buy |
31,847
+1,012
| +3% | +$350K | 8.35% | 2 |
|
|
2017
Q3 | $10.1M | Buy |
30,835
+12
| +0% | +$3.92K | 7.84% | 2 |
|
|
2017
Q2 | $9.79M | Buy |
30,823
+257
| +0.8% | +$81.6K | 7.7% | 2 |
|
|
2017
Q1 | $9.55M | Buy |
30,566
+261
| +0.9% | +$81.5K | 7.53% | 2 |
|
|
2016
Q4 | $9.14M | Buy |
30,305
+1,728
| +6% | +$521K | 7.16% | 2 |
|
|
2016
Q3 | $8.07M | Buy |
28,577
+44
| +0.2% | +$12.4K | 6.76% | 4 |
|
|
2016
Q2 | $7.77M | Sell |
28,533
-29
| -0.1% | -$7.89K | 6.5% | 4 |
|
|
2016
Q1 | $7.5M | Buy |
28,562
+1,699
| +6% | +$446K | 6.38% | 4 |
|
|
2015
Q4 | $6.82M | Buy |
+26,863
| New | +$6.82M | 6.51% | 4 |
|