Truepoint Inc’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 | $496K | Sell |
876
-400
| -31% | -$227K | 0.01% | 100 |
|
|
2025
Q1 | $681K | Sell |
1,276
-15
| -1% | -$8K | 0.02% | 80 |
|
|
2024
Q4 | $735K | Hold |
1,291
| – | – | 0.02% | 73 |
|
|
2024
Q3 | $735K | Sell |
1,291
-163
| -11% | -$92.9K | 0.02% | 76 |
|
|
2024
Q2 | $778K | Sell |
1,454
-418
| -22% | -$224K | 0.02% | 68 |
|
|
2024
Q1 | $1.04M | Sell |
1,872
-390
| -17% | -$217K | 0.03% | 59 |
|
|
2023
Q4 | $1.15M | Sell |
2,262
-176
| -7% | -$89.3K | 0.03% | 73 |
|
|
2023
Q3 | $1.11M | Buy |
2,438
+157
| +7% | +$71.7K | 0.04% | 73 |
|
|
2023
Q2 | $1.09M | Hold |
2,281
| – | – | 0.04% | 65 |
|
|
2023
Q1 | $1.05M | Sell |
2,281
-1
| -0% | -$458 | 0.04% | 65 |
|
|
2022
Q4 | $1.01M | Buy |
2,282
+666
| +41% | +$295K | 0.04% | 71 |
|
|
2022
Q3 | $649K | Hold |
1,616
| – | – | 0.03% | 78 |
|
|
2022
Q2 | $668K | Buy |
1,616
+1
| +0.1% | +$413 | 0.03% | 77 |
|
|
2022
Q1 | $792K | Sell |
1,615
-16
| -1% | -$7.85K | 0.04% | 65 |
|
|
2021
Q4 | $845K | Buy |
1,631
+16
| +1% | +$8.29K | 0.04% | 64 |
|
|
2021
Q3 | $777K | Hold |
1,615
| – | – | 0.04% | 65 |
|
|
2021
Q2 | $793K | Hold |
1,615
| – | – | 0.04% | 60 |
|
|
2021
Q1 | $769K | Sell |
1,615
-4
| -0.2% | -$1.91K | 0.05% | 55 |
|
|
2020
Q4 | $680K | Buy |
+1,619
| New | +$680K | 0.05% | 56 |
|
|
2020
Q1 | – | Sell |
-3,486
| Closed | -$1.31M | – | 83 |
|
|
2019
Q4 | $1.31M | Sell |
3,486
-104
| -3% | -$39.1K | 0.1% | 30 |
|
|
2019
Q3 | $1.27M | Hold |
3,590
| – | – | 0.11% | 30 |
|
|
2019
Q2 | $1.27M | Sell |
3,590
-324
| -8% | -$115K | 0.1% | 38 |
|
|
2019
Q1 | $1.35M | Buy |
3,914
+172
| +5% | +$59.4K | 0.12% | 33 |
|
|
2018
Q4 | $1.13M | Sell |
3,742
-23
| -0.6% | -$6.96K | 0.11% | 35 |
|
|
2018
Q3 | $1.38M | Sell |
3,765
-10
| -0.3% | -$3.67K | 0.12% | 28 |
|
|
2018
Q2 | $1.34M | Buy |
3,775
+2,504
| +197% | +$889K | 0.12% | 28 |
|
|
2018
Q1 | $3.72K | Sell |
1,271
-2,027
| -61% | -$5.93K | 0.03% | 66 |
|
|
2017
Q4 | $1.14M | Sell |
3,298
-194
| -6% | -$67K | 0.11% | 26 |
|
|
2017
Q3 | $1.14M | Hold |
3,492
| – | – | 0.11% | 27 |
|
|
2017
Q2 | $1.11M | Sell |
3,492
-136
| -4% | -$43.4K | 0.11% | 30 |
|
|
2017
Q1 | $1.13M | Buy |
3,628
+229
| +7% | +$71.5K | 0.12% | 30 |
|
|
2016
Q4 | $1.05M | Buy |
3,399
+1,999
| +143% | +$616K | 0.12% | 30 |
|
|
2016
Q3 | $395K | Buy |
1,400
+400
| +40% | +$113K | 0.05% | 51 |
|
|
2016
Q2 | $232K | Hold |
1,000
| – | – | 0.03% | 67 |
|
|
2016
Q1 | $232K | Hold |
1,000
| – | – | 0.03% | 67 |
|
|
2015
Q4 | $277K | Hold |
1,000
| – | – | 0.04% | 57 |
|
|
2015
Q3 | $277K | Buy |
+1,000
| New | +$277K | 0.04% | 47 |
|