Ullmann Wealth Partners Group’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 | $1.42M | Hold |
2,504
| – | – | 0.17% | 58 |
|
|
2025
Q1 | $1.34M | Hold |
2,504
| – | – | 0.18% | 51 |
|
|
2024
Q4 | $1.43M | Sell |
2,504
-22
| -0.9% | -$12.5K | 0.18% | 47 |
|
|
2024
Q3 | $1.44M | Buy |
2,526
+1,238
| +96% | +$705K | 0.19% | 45 |
|
|
2024
Q2 | $689K | Buy |
+1,288
| New | +$689K | 0.1% | 61 |
|
|
2017
Q3 | – | Sell |
-160
| Closed | -$50K | – | 100 |
|
|
2017
Q2 | $50K | Hold |
160
| – | – | 0.04% | 90 |
|
|
2017
Q1 | $49K | Buy |
+160
| New | +$49K | 0.04% | 82 |
|