Trail Ridge Investment Advisors’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 | $357K | Sell |
620
-49
| -7% | -$28.2K | 0.17% | 81 |
|
|
2025
Q1 | $357K | Sell |
669
-50
| -7% | -$26.7K | 0.18% | 77 |
|
|
2024
Q4 | $410K | Hold |
719
| – | – | 0.19% | 81 |
|
|
2024
Q3 | $410K | Sell |
719
-4
| -0.6% | -$2.28K | 0.2% | 81 |
|
|
2024
Q2 | $387K | Sell |
723
-32
| -4% | -$17.1K | 0.2% | 79 |
|
|
2024
Q1 | $420K | Sell |
755
-174
| -19% | -$96.8K | 0.24% | 74 |
|
|
2023
Q4 | $471K | Sell |
929
-112
| -11% | -$56.8K | 0.29% | 68 |
|
|
2023
Q3 | $475K | Sell |
1,041
-16
| -2% | -$7.31K | 0.32% | 63 |
|
|
2023
Q2 | $506K | Sell |
1,057
-58
| -5% | -$27.8K | 0.31% | 66 |
|
|
2023
Q1 | $511K | Sell |
1,115
-517
| -32% | -$237K | 0.33% | 70 |
|
|
2022
Q4 | $723K | Sell |
1,632
-73
| -4% | -$32.3K | 0.5% | 60 |
|
|
2022
Q3 | $788K | Sell |
1,705
-77
| -4% | -$35.6K | 0.52% | 59 |
|
|
2022
Q2 | $737K | Sell |
1,782
-281
| -14% | -$116K | 0.5% | 59 |
|
|
2022
Q1 | $1.01M | Sell |
2,063
-48
| -2% | -$23.5K | 0.62% | 51 |
|
|
2021
Q4 | $1.09M | Buy |
+2,111
| New | +$1.09M | 0.66% | 49 |
|