UFA
US Financial Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $376K | Hold |
705
| – | – | 0.11% | 64 |
|
|
2024
Q4 | $402K | Sell |
705
-20
| -3% | -$11.4K | 0.12% | 63 |
|
|
2024
Q3 | $413K | Hold |
725
| – | – | 0.13% | 61 |
|
|
2024
Q2 | $388K | Hold |
725
| – | – | 0.13% | 59 |
|
|
2024
Q1 | $403K | Hold |
725
| – | – | 0.14% | 55 |
|
|
2023
Q4 | $368K | Hold |
725
| – | – | 0.14% | 56 |
|
|
2023
Q3 | $331K | Hold |
725
| – | – | 0.14% | 57 |
|
|
2023
Q2 | $347K | Hold |
725
| – | – | 0.15% | 55 |
|
|
2023
Q1 | $332K | Hold |
725
| – | – | 0.15% | 57 |
|
|
2022
Q4 | $321K | Hold |
725
| – | – | 0.16% | 56 |
|
|
2022
Q3 | $291K | Hold |
725
| – | – | 0.16% | 42 |
|
|
2022
Q2 | $300K | Hold |
725
| – | – | 0.17% | 41 |
|
|
2022
Q1 | $356K | Hold |
725
| – | – | 0.17% | 48 |
|
|
2021
Q4 | $375K | Hold |
725
| – | – | 0.17% | 43 |
|
|
2021
Q3 | $349K | Hold |
725
| – | – | 0.17% | 41 |
|
|
2021
Q2 | $356K | Hold |
725
| – | – | 0.17% | 39 |
|
|
2021
Q1 | $345K | Hold |
725
| – | – | 0.1% | 104 |
|
|
2020
Q4 | $304K | Buy |
+725
| New | +$304K | 0.09% | 94 |
|
|
2016
Q2 | – | Sell |
-255
| Closed | -$67K | – | 255 |
|
|
2016
Q1 | $67K | Sell |
255
-958
| -79% | -$252K | 0.12% | 79 |
|
|
2015
Q4 | $308K | Hold |
1,213
| – | – | 0.29% | 47 |
|
|
2015
Q3 | $302K | Buy |
+1,213
| New | +$302K | 0.5% | 37 |
|
|
2015
Q1 | – | Sell |
-1,350
| Closed | -$356K | – | 386 |
|
|
2014
Q4 | $356K | Buy |
+1,350
| New | +$356K | 0.32% | 43 |
|