Wealth Enhancement Advisory Services’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 | $47.1M | Sell |
80,953
-677
| -0.8% | -$394K | 0.08% | 237 |
|
|
2025
Q1 | $43.5M | Sell |
81,630
-4,905
| -6% | -$2.62M | 0.08% | 228 |
|
|
2024
Q4 | $49.3M | Buy |
86,535
+5,393
| +7% | +$3.07M | 0.09% | 207 |
|
|
2024
Q3 | $46.2M | Sell |
81,142
-460
| -0.6% | -$262K | 0.1% | 203 |
|
|
2024
Q2 | $43.7M | Buy |
81,602
+44,327
| +119% | +$23.7M | 0.1% | 197 |
|
|
2024
Q1 | $20.7M | Sell |
37,275
-644
| -2% | -$358K | 0.05% | 315 |
|
|
2023
Q4 | $19.2M | Sell |
37,919
-2,886
| -7% | -$1.46M | 0.06% | 307 |
|
|
2023
Q3 | $18.6M | Buy |
+40,805
| New | +$18.6M | 0.06% | 291 |
|
|
2023
Q2 | – | Sell |
-614
| Closed | -$281K | – | 552 |
|
|
2023
Q1 | $281K | Buy |
+614
| New | +$281K | ﹤0.01% | 455 |
|
|
2022
Q3 | – | Sell |
-6,930
| Closed | -$2.93M | – | 362 |
|
|
2022
Q2 | $2.93M | Buy |
6,930
+2,878
| +71% | +$1.22M | 0.04% | 172 |
|
|
2022
Q1 | $2M | Sell |
4,052
-5,384
| -57% | -$2.65M | 0.03% | 192 |
|
|
2021
Q4 | $4.54M | Buy |
9,436
+5,595
| +146% | +$2.69M | 0.07% | 124 |
|
|
2021
Q3 | $1.95M | Buy |
+3,841
| New | +$1.95M | 0.03% | 147 |
|