Truepoint Inc’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $701K | Buy |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $681K | Sell |
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|
2024
Q4 | $735K | Hold |
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|
2024
Q3 | $735K | Sell |
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|
2024
Q2 | $778K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $649K | Hold |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $792K | Sell |
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|
2021
Q4 | $845K | Buy |
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|
2021
Q3 | $777K | Hold |
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|
2021
Q2 | $793K | Hold |
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|
2021
Q1 | $769K | Sell |
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|
2020
Q4 | $680K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.27M | Hold |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.35M | Buy |
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|
2018
Q4 | $1.13M | Sell |
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|
2018
Q3 | $1.38M | Sell |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $3.72K | Sell |
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|
2017
Q4 | $1.14M | Sell |
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|
2017
Q3 | $1.14M | Hold |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $1.13M | Buy |
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|
2016
Q4 | $1.05M | Buy |
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|
2016
Q3 | $395K | Buy |
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|
2016
Q2 | $232K | Hold |
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|
2016
Q1 | $232K | Hold |
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|
2015
Q4 | $277K | Hold |
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|
2015
Q3 | $277K | Buy |
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