Waverly Advisors’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 | $7.28M | Buy |
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|
2025
Q2 | $6.62M | Buy |
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|
2025
Q1 | $6.1M | Buy |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.64M | Hold |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.24M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $5K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.59M | Sell |
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|
2013
Q4 | $2.04M | Buy |
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|
2013
Q3 | $132K | Buy |
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