Tradition Wealth 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
$261K Sell
461
-5
-1% -$2.83K 0.02% 385
2025
Q1
$248K Hold
466
0.02% 375
2024
Q4
$266K Hold
466
0.02% 341
2024
Q3
$266K Hold
466
0.02% 345
2024
Q2
$249K Hold
466
0.02% 341
2024
Q1
$259K Hold
466
0.03% 326
2023
Q4
$236K Buy
466
+14
+3% +$7.09K 0.02% 303
2023
Q3
$207K Hold
452
0.02% 303
2023
Q2
$217K Sell
452
-96
-18% -$46.1K 0.03% 298
2023
Q1
$251K Buy
548
+1
+0.2% +$458 0.03% 266
2022
Q4
$242K Hold
547
0.03% 242
2022
Q3
$220K Buy
547
+1
+0.2% +$402 0.03% 242
2022
Q2
$226K Hold
546
0.03% 248
2022
Q1
$268K Buy
546
+1
+0.2% +$491 0.03% 253
2021
Q4
$282K Sell
545
-5
-0.9% -$2.59K 0.04% 252
2021
Q3
$264K Buy
550
+1
+0.2% +$480 0.04% 237
2021
Q2
$270K Hold
549
0.04% 242
2021
Q1
$261K Hold
549
0.05% 221
2020
Q4
$230K Buy
+549
New +$230K 0.04% 218