Triumph Capital 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 | $1.04M | Buy |
+1,842
| New | +$1.04M | 0.31% | 72 |
|
|
2025
Q1 | – | Sell |
-1,270
| Closed | -$723K | – | 292 |
|
|
2024
Q4 | $723K | Sell |
1,270
-545
| -30% | -$310K | 0.25% | 100 |
|
|
2024
Q3 | $1.04M | Sell |
1,815
-679
| -27% | -$388K | 0.37% | 56 |
|
|
2024
Q2 | $1.34M | Buy |
2,494
+137
| +6% | +$73.6K | 0.52% | 42 |
|
|
2024
Q1 | $1.3M | Buy |
2,357
+818
| +53% | +$452K | 0.53% | 40 |
|
|
2023
Q4 | $781K | Sell |
1,539
-13
| -0.8% | -$6.59K | 0.33% | 67 |
|
|
2023
Q3 | $709K | Buy |
1,552
+734
| +90% | +$335K | 0.32% | 74 |
|
|
2023
Q2 | $392K | Buy |
818
+7
| +0.9% | +$3.35K | 0.18% | 118 |
|
|
2023
Q1 | $372K | Sell |
811
-188
| -19% | -$86.2K | 0.19% | 110 |
|
|
2022
Q4 | $442K | Buy |
999
+38
| +4% | +$16.8K | 0.24% | 103 |
|
|
2022
Q3 | $386K | Buy |
961
+64
| +7% | +$25.7K | 0.21% | 111 |
|
|
2022
Q2 | $371K | Sell |
897
-256
| -22% | -$106K | 0.2% | 114 |
|
|
2022
Q1 | $565K | Sell |
1,153
-4,396
| -79% | -$2.15M | 0.24% | 105 |
|
|
2021
Q4 | $2.87M | Buy |
5,549
+623
| +13% | +$323K | 1.24% | 17 |
|
|
2021
Q3 | $2.38M | Buy |
4,926
+328
| +7% | +$158K | 1.11% | 25 |
|
|
2021
Q2 | $2.23M | Buy |
+4,598
| New | +$2.23M | 1.3% | 15 |
|