Wealth Architects’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 | $432K | Sell |
763
-1
| -0.1% | -$566 | 0.04% | 147 |
|
|
2025
Q1 | $408K | Sell |
764
-1
| -0.1% | -$533 | 0.05% | 148 |
|
|
2024
Q4 | $436K | Hold |
765
| – | – | 0.05% | 136 |
|
|
2024
Q3 | $436K | Sell |
765
-337
| -31% | -$192K | 0.05% | 133 |
|
|
2024
Q2 | $590K | Hold |
1,102
| – | – | 0.07% | 110 |
|
|
2024
Q1 | $613K | Hold |
1,102
| – | – | 0.08% | 102 |
|
|
2023
Q4 | $559K | Hold |
1,102
| – | – | 0.08% | 107 |
|
|
2023
Q3 | $503K | Hold |
1,102
| – | – | 0.09% | 108 |
|
|
2023
Q2 | $528K | Buy |
1,102
+30
| +3% | +$14.4K | 0.09% | 106 |
|
|
2023
Q1 | $491K | Sell |
1,072
-200
| -16% | -$91.7K | 0.09% | 106 |
|
|
2022
Q4 | $563K | Sell |
1,272
-101
| -7% | -$44.7K | 0.11% | 86 |
|
|
2022
Q3 | $551K | Hold |
1,373
| – | – | 0.12% | 80 |
|
|
2022
Q2 | $568K | Hold |
1,373
| – | – | 0.11% | 89 |
|
|
2022
Q1 | $673K | Hold |
1,373
| – | – | 0.11% | 85 |
|
|
2021
Q4 | $711K | Hold |
1,373
| – | – | 0.12% | 81 |
|
|
2021
Q3 | $660K | Hold |
1,373
| – | – | 0.13% | 75 |
|
|
2021
Q2 | $674K | Hold |
1,373
| – | – | 0.13% | 73 |
|
|
2021
Q1 | $653K | Sell |
1,373
-77
| -5% | -$36.6K | 0.14% | 67 |
|
|
2020
Q4 | $609K | Hold |
1,450
| – | – | 0.14% | 66 |
|
|
2020
Q3 | $491K | Hold |
1,450
| – | – | 0.13% | 71 |
|
|
2020
Q2 | $470K | Hold |
1,450
| – | – | 0.13% | 73 |
|
|
2020
Q1 | $381K | Hold |
1,450
| – | – | 0.13% | 80 |
|
|
2019
Q4 | $544K | Hold |
1,450
| – | – | 0.15% | 59 |
|
|
2019
Q3 | $511K | Hold |
1,450
| – | – | 0.16% | 59 |
|
|
2019
Q2 | $514K | Sell |
1,450
-18
| -1% | -$6.38K | 0.15% | 59 |
|
|
2019
Q1 | $507K | Buy |
1,468
+1
| +0.1% | +$345 | 0.16% | 59 |
|
|
2018
Q4 | $444K | Buy |
1,467
+17
| +1% | +$5.15K | 0.16% | 59 |
|
|
2018
Q3 | $533K | Hold |
1,450
| – | – | 0.16% | 58 |
|
|
2018
Q2 | $515K | Hold |
1,450
| – | – | 0.17% | 56 |
|
|
2018
Q1 | $495K | Sell |
1,450
-11
| -0.8% | -$3.76K | 0.16% | 56 |
|
|
2017
Q4 | $504K | Sell |
1,461
-11
| -0.7% | -$3.8K | 0.17% | 63 |
|
|
2017
Q3 | $481K | Hold |
1,472
| – | – | 0.17% | 65 |
|
|
2017
Q2 | $467K | Sell |
1,472
-1
| -0.1% | -$317 | 0.17% | 65 |
|
|
2017
Q1 | $460K | Buy |
1,473
+1
| +0.1% | +$312 | 0.18% | 62 |
|
|
2016
Q4 | $444K | Hold |
1,472
| – | – | 0.2% | 62 |
|
|
2016
Q3 | $415K | Sell |
1,472
-80
| -5% | -$22.6K | 0.19% | 68 |
|
|
2016
Q2 | $422K | Buy |
1,552
+79
| +5% | +$21.5K | 0.2% | 67 |
|
|
2016
Q1 | $387K | Hold |
1,473
| – | – | 0.19% | 70 |
|
|
2015
Q4 | $374K | Sell |
1,473
-300
| -17% | -$76.2K | 0.18% | 76 |
|
|
2015
Q3 | $441K | Hold |
1,773
| – | – | 0.24% | 64 |
|
|
2015
Q2 | $484K | Hold |
1,773
| – | – | 0.26% | 57 |
|
|
2015
Q1 | $491K | Hold |
1,773
| – | – | 0.28% | 49 |
|
|
2014
Q4 | $468K | Buy |
+1,773
| New | +$468K | 0.28% | 52 |
|