Wealth Architects’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
Q2 | $432K | Sell |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $436K | Hold |
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|
2024
Q3 | $436K | Sell |
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|
2024
Q2 | $590K | Hold |
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|
2024
Q1 | $613K | Hold |
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|
2023
Q4 | $559K | Hold |
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|
2023
Q3 | $503K | Hold |
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|
2023
Q2 | $528K | Buy |
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|
2023
Q1 | $491K | Sell |
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|
2022
Q4 | $563K | Sell |
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|
2022
Q3 | $551K | Hold |
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|
2022
Q2 | $568K | Hold |
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|
2022
Q1 | $673K | Hold |
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|
2021
Q4 | $711K | Hold |
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|
2021
Q3 | $660K | Hold |
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|
2021
Q2 | $674K | Hold |
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|
2021
Q1 | $653K | Sell |
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|
2020
Q4 | $609K | Hold |
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|
2020
Q3 | $491K | Hold |
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|
2020
Q2 | $470K | Hold |
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|
2020
Q1 | $381K | Hold |
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|
2019
Q4 | $544K | Hold |
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|
2019
Q3 | $511K | Hold |
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|
2019
Q2 | $514K | Sell |
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|
2019
Q1 | $507K | Buy |
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|
2018
Q4 | $444K | Buy |
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|
2018
Q3 | $533K | Hold |
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|
2018
Q2 | $515K | Hold |
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|
2018
Q1 | $495K | Sell |
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|
2017
Q4 | $504K | Sell |
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|
2017
Q3 | $481K | Hold |
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|
2017
Q2 | $467K | Sell |
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|
2017
Q1 | $460K | Buy |
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|
2016
Q4 | $444K | Hold |
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|
2016
Q3 | $415K | Sell |
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|
2016
Q2 | $422K | Buy |
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|
2016
Q1 | $387K | Hold |
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|
2015
Q4 | $374K | Sell |
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|
2015
Q3 | $441K | Hold |
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|
2015
Q2 | $484K | Hold |
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|
2015
Q1 | $491K | Hold |
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|
2014
Q4 | $468K | Buy |
|