TruWealth 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 | $1.19M | Hold |
2,101
| – | – | 0.07% | 84 |
|
|
2025
Q1 | $1.12M | Hold |
2,101
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $1.2M | Sell |
2,101
-165
| -7% | -$94K | 0.07% | 76 |
|
|
2024
Q3 | $1.29M | Sell |
2,266
-43
| -2% | -$24.5K | 0.08% | 77 |
|
|
2024
Q2 | $1.24M | Hold |
2,309
| – | – | 0.08% | 77 |
|
|
2024
Q1 | $1.28M | Hold |
2,309
| – | – | 0.09% | 78 |
|
|
2023
Q4 | $1.17M | Sell |
2,309
-75
| -3% | -$38.1K | 0.09% | 72 |
|
|
2023
Q3 | $1.09M | Hold |
2,384
| – | – | 0.09% | 76 |
|
|
2023
Q2 | $1.14M | Sell |
2,384
-31
| -1% | -$14.8K | 0.1% | 75 |
|
|
2023
Q1 | $1.11M | Hold |
2,415
| – | – | 0.1% | 75 |
|
|
2022
Q4 | $1.07M | Buy |
2,415
+9
| +0.4% | +$3.99K | 0.1% | 76 |
|
|
2022
Q3 | $966K | Sell |
2,406
-59
| -2% | -$23.7K | 0.1% | 72 |
|
|
2022
Q2 | $1.02M | Buy |
2,465
+25
| +1% | +$10.3K | 0.11% | 68 |
|
|
2022
Q1 | $1.2M | Sell |
2,440
-78
| -3% | -$38.3K | 0.12% | 60 |
|
|
2021
Q4 | $1.3M | Sell |
2,518
-30
| -1% | -$15.5K | 0.13% | 59 |
|
|
2021
Q3 | $1.23M | Sell |
2,548
-29
| -1% | -$13.9K | 0.14% | 59 |
|
|
2021
Q2 | $1.27M | Sell |
2,577
-1,004
| -28% | -$493K | 0.15% | 57 |
|
|
2021
Q1 | $1.71M | Sell |
3,581
-840
| -19% | -$400K | 0.23% | 43 |
|
|
2020
Q4 | $1.86M | Buy |
+4,421
| New | +$1.86M | 0.28% | 39 |
|