Warner Financial’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $896K | Buy |
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|
2025
Q2 | $851K | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.29M | Buy |
|
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|
2024
Q3 | $1.26M | Buy |
|
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.22M | Buy |
|
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|
2023
Q4 | $1.11M | Buy |
|
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|
2023
Q3 | $987K | Hold |
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|
2023
Q2 | $1.03M | Buy |
|
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|
2023
Q1 | $990K | Buy |
|
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|
2022
Q4 | $956K | Sell |
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|
2022
Q3 | $925K | Buy |
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|
2022
Q2 | $952K | Buy |
|
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $731K | Buy |
|