TCA
Trifecta Capital Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Hold |
20,254
| – | – | 1.91% | 16 |
|
|
2025
Q1 | $10.8M | Sell |
20,254
-375
| -2% | -$200K | 2.26% | 13 |
|
|
2024
Q4 | $11.7M | Buy |
20,629
+15
| +0.1% | +$8.54K | 2.32% | 13 |
|
|
2024
Q3 | $11.7M | Sell |
20,614
-214
| -1% | -$122K | 2.46% | 12 |
|
|
2024
Q2 | $11.1M | Sell |
20,828
-100
| -0.5% | -$53.5K | 2.47% | 12 |
|
|
2024
Q1 | $11.6M | Buy |
20,928
+198
| +1% | +$110K | 2.83% | 11 |
|
|
2023
Q4 | $10.5M | Buy |
20,730
+1,458
| +8% | +$740K | 2.91% | 10 |
|
|
2023
Q3 | $8.8M | Buy |
19,272
+70
| +0.4% | +$32K | 2.83% | 11 |
|
|
2023
Q2 | $9.2M | Hold |
19,202
| – | – | 2.96% | 10 |
|
|
2023
Q1 | $8.8M | Buy |
19,202
+100
| +0.5% | +$45.8K | 3.1% | 9 |
|
|
2022
Q4 | $8.46M | Buy |
+19,102
| New | +$8.46M | 3.37% | 9 |
|