UP Strategic Wealth Investment 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 | $871K | Hold |
1,537
| – | – | 0.68% | 26 |
|
|
2025
Q1 | $820K | Hold |
1,537
| – | – | 0.73% | 26 |
|
|
2024
Q4 | $875K | Hold |
1,537
| – | – | 0.88% | 23 |
|
|
2024
Q3 | $876K | Hold |
1,537
| – | – | 0.98% | 20 |
|
|
2024
Q2 | $822K | Sell |
1,537
-15
| -1% | -$8.03K | 1.25% | 17 |
|
|
2024
Q1 | $864K | Buy |
1,552
+37
| +2% | +$20.6K | 1.41% | 16 |
|
|
2023
Q4 | $769K | Buy |
+1,515
| New | +$769K | 1.4% | 17 |
|