United Capital Financial 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 | $3.19M | Sell |
5,630
-660
| -10% | -$374K | 0.03% | 346 |
|
|
2025
Q1 | $3.36M | Sell |
6,290
-32
| -0.5% | -$17.1K | 0.03% | 335 |
|
|
2024
Q4 | $3.6M | Sell |
6,322
-222
| -3% | -$126K | 0.03% | 311 |
|
|
2024
Q3 | $3.73M | Sell |
6,544
-171
| -3% | -$97.4K | 0.03% | 309 |
|
|
2024
Q2 | $3.59M | Sell |
6,715
-14
| -0.2% | -$7.49K | 0.03% | 311 |
|
|
2024
Q1 | $3.74M | Sell |
6,729
-196
| -3% | -$109K | 0.03% | 320 |
|
|
2023
Q4 | $3.51M | Sell |
6,925
-2,055
| -23% | -$1.04M | 0.03% | 332 |
|
|
2023
Q3 | $4.1M | Sell |
8,980
-48
| -0.5% | -$21.9K | 0.03% | 323 |
|
|
2023
Q2 | $4.32M | Sell |
9,028
-93
| -1% | -$44.5K | 0.02% | 332 |
|
|
2023
Q1 | $4.18M | Sell |
9,121
-150
| -2% | -$68.8K | 0.02% | 339 |
|
|
2022
Q4 | $4.11M | Sell |
9,271
-334
| -3% | -$148K | 0.02% | 358 |
|
|
2022
Q3 | $3.86M | Sell |
9,605
-1,001
| -9% | -$402K | 0.02% | 362 |
|
|
2022
Q2 | $4.39M | Buy |
10,606
+448
| +4% | +$185K | 0.02% | 356 |
|
|
2022
Q1 | $4.98M | Buy |
10,158
+389
| +4% | +$191K | 0.02% | 365 |
|
|
2021
Q4 | $5.06M | Sell |
9,769
-479
| -5% | -$248K | 0.02% | 372 |
|
|
2021
Q3 | $4.93M | Sell |
10,248
-187
| -2% | -$89.9K | 0.02% | 375 |
|
|
2021
Q2 | $5.12M | Sell |
10,435
-1,350
| -11% | -$663K | 0.03% | 372 |
|
|
2021
Q1 | $5.61M | Sell |
11,785
-3
| -0% | -$1.43K | 0.03% | 345 |
|
|
2020
Q4 | $4.95M | Buy |
11,788
+214
| +2% | +$89.9K | 0.03% | 353 |
|
|
2020
Q3 | $3.92M | Sell |
11,574
-114
| -1% | -$38.6K | 0.03% | 376 |
|
|
2020
Q2 | $3.79M | Sell |
11,688
-1,228
| -10% | -$399K | 0.03% | 406 |
|
|
2020
Q1 | $3.4M | Buy |
12,916
+8
| +0.1% | +$2.1K | 0.03% | 400 |
|
|
2019
Q4 | $4.85M | Buy |
12,908
+70
| +0.5% | +$26.3K | 0.03% | 427 |
|
|
2019
Q3 | $4.53M | Sell |
12,838
-1,446
| -10% | -$510K | 0.03% | 429 |
|
|
2019
Q2 | $5.07M | Sell |
14,284
-347
| -2% | -$123K | 0.03% | 421 |
|
|
2019
Q1 | $5.05M | Sell |
14,631
-715
| -5% | -$247K | 0.04% | 409 |
|
|
2018
Q4 | $4.65M | Buy |
15,346
+418
| +3% | +$127K | 0.04% | 397 |
|
|
2018
Q3 | $5.49M | Sell |
14,928
-382
| -2% | -$140K | 0.04% | 416 |
|
|
2018
Q2 | $5.44M | Buy |
15,310
+305
| +2% | +$108K | 0.04% | 405 |
|
|
2018
Q1 | $5.13M | Sell |
15,005
-237
| -2% | -$81K | 0.04% | 409 |
|
|
2017
Q4 | $5.29M | Sell |
15,242
-1,170
| -7% | -$406K | 0.04% | 401 |
|
|
2017
Q3 | $5.36M | Buy |
16,412
+305
| +2% | +$99.5K | 0.05% | 382 |
|
|
2017
Q2 | $5.12M | Sell |
16,107
-3,960
| -20% | -$1.26M | 0.05% | 375 |
|
|
2017
Q1 | $6.27M | Buy |
20,067
+3,177
| +19% | +$993K | 0.06% | 334 |
|
|
2016
Q4 | $5.1M | Buy |
16,890
+106
| +0.6% | +$32K | 0.05% | 368 |
|
|
2016
Q3 | $4.74M | Sell |
16,784
-43
| -0.3% | -$12.1K | 0.05% | 391 |
|
|
2016
Q2 | $4.58M | Buy |
16,827
+959
| +6% | +$261K | 0.05% | 377 |
|
|
2016
Q1 | $4.17M | Buy |
15,868
+5
| +0% | +$1.31K | 0.05% | 371 |
|
|
2015
Q4 | $4.03M | Buy |
15,863
+81
| +0.5% | +$20.6K | 0.05% | 380 |
|
|
2015
Q3 | $3.93M | Sell |
15,782
-101,450
| -87% | -$25.3M | 0.05% | 374 |
|
|
2015
Q2 | $32M | Sell |
117,232
-125
| -0.1% | -$34.2K | 0.37% | 53 |
|
|
2015
Q1 | $32.1M | Buy |
117,357
+100,507
| +596% | +$27.5M | 0.39% | 57 |
|
|
2014
Q4 | $4.45M | Buy |
16,850
+1,602
| +11% | +$423K | 0.07% | 273 |
|
|
2014
Q3 | $3.8M | Sell |
15,248
-81,041
| -84% | -$20.2M | 0.07% | 298 |
|
|
2014
Q2 | $25.1M | Buy |
96,289
+66,183
| +220% | +$17.2M | 0.47% | 51 |
|
|
2014
Q1 | $7.54M | Buy |
30,106
+16,367
| +119% | +$4.1M | 0.16% | 146 |
|
|
2013
Q4 | $3.36M | Sell |
13,739
-3,356
| -20% | -$820K | 0.11% | 180 |
|
|
2013
Q3 | $3.87M | Buy |
17,095
+832
| +5% | +$188K | 0.12% | 173 |
|
|
2013
Q2 | $3.42M | Buy |
+16,263
| New | +$3.42M | 0.09% | 238 |
|