Tortoise Investment Management’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 | $56.6K | Sell |
100
-77
| -44% | -$43.6K | 0.01% | 366 |
|
|
2025
Q1 | $94.4K | Hold |
177
| – | – | 0.01% | 297 |
|
|
2024
Q4 | $101K | Hold |
177
| – | – | 0.01% | 309 |
|
|
2024
Q3 | $101K | Hold |
177
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $94.7K | Hold |
177
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $98.5K | Hold |
177
| – | – | 0.01% | 298 |
|
|
2023
Q4 | $89.8K | Sell |
177
-43
| -20% | -$21.8K | 0.01% | 290 |
|
|
2023
Q3 | $100K | Hold |
220
| – | – | 0.02% | 267 |
|
|
2023
Q2 | $105K | Hold |
220
| – | – | 0.02% | 272 |
|
|
2023
Q1 | $101K | Hold |
220
| – | – | 0.02% | 266 |
|
|
2022
Q4 | $97.4K | Hold |
220
| – | – | 0.02% | 265 |
|
|
2022
Q3 | $88K | Hold |
220
| – | – | 0.02% | 257 |
|
|
2022
Q2 | $91K | Hold |
220
| – | – | 0.02% | 238 |
|
|
2022
Q1 | $108K | Buy |
220
+100
| +83% | +$49.1K | 0.02% | 224 |
|
|
2021
Q4 | $62K | Hold |
120
| – | – | 0.01% | 272 |
|
|
2021
Q3 | $58K | Hold |
120
| – | – | 0.01% | 260 |
|
|
2021
Q2 | $59K | Hold |
120
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $57K | Hold |
120
| – | – | 0.01% | 245 |
|
|
2020
Q4 | $50K | Sell |
120
-17
| -12% | -$7.08K | 0.01% | 241 |
|
|
2020
Q3 | $46K | Hold |
137
| – | – | 0.01% | 236 |
|
|
2020
Q2 | $44K | Hold |
137
| – | – | 0.01% | 236 |
|
|
2020
Q1 | $36K | Hold |
137
| – | – | 0.01% | 247 |
|
|
2019
Q4 | $51K | Hold |
137
| – | – | 0.01% | 245 |
|
|
2019
Q3 | $48K | Sell |
137
-62
| -31% | -$21.7K | 0.01% | 243 |
|
|
2019
Q2 | $71K | Hold |
199
| – | – | 0.02% | 218 |
|
|
2019
Q1 | $69K | Sell |
199
-53
| -21% | -$18.4K | 0.02% | 217 |
|
|
2018
Q4 | $76K | Hold |
252
| – | – | 0.02% | 198 |
|
|
2018
Q3 | $93K | Buy |
252
+115
| +84% | +$42.4K | 0.02% | 193 |
|
|
2018
Q2 | $49K | Hold |
137
| – | – | 0.01% | 246 |
|
|
2018
Q1 | $47K | Hold |
137
| – | – | 0.01% | 250 |
|
|
2017
Q4 | $47K | Hold |
137
| – | – | 0.01% | 253 |
|
|
2017
Q3 | $45K | Hold |
137
| – | – | 0.01% | 240 |
|
|
2017
Q2 | $44K | Hold |
137
| – | – | 0.01% | 230 |
|
|
2017
Q1 | $43K | Sell |
137
-18
| -12% | -$5.65K | 0.01% | 214 |
|
|
2016
Q4 | $47K | Buy |
155
+18
| +13% | +$5.46K | 0.02% | 205 |
|
|
2016
Q3 | $39K | Sell |
137
-3
| -2% | -$854 | 0.01% | 212 |
|
|
2016
Q2 | $38K | Hold |
140
| – | – | 0.01% | 219 |
|
|
2016
Q1 | $37K | Buy |
140
+3
| +2% | +$793 | 0.01% | 217 |
|
|
2015
Q4 | $35K | Hold |
137
| – | – | 0.01% | 231 |
|
|
2015
Q3 | $34K | Hold |
137
| – | – | 0.01% | 224 |
|
|
2015
Q2 | $37K | Hold |
137
| – | – | 0.01% | 230 |
|
|
2015
Q1 | $38K | Hold |
137
| – | – | 0.01% | 229 |
|
|
2014
Q4 | $36K | Hold |
137
| – | – | 0.01% | 239 |
|
|
2014
Q3 | $34K | Hold |
137
| – | – | 0.01% | 232 |
|
|
2014
Q2 | $36K | Hold |
137
| – | – | 0.02% | 236 |
|
|
2014
Q1 | $34K | Buy |
+137
| New | +$34K | 0.02% | 208 |
|