WFA
Wellspring Financial Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
19,714
-3,136
| -14% | -$1.78M | 1.12% | 16 |
|
|
2025
Q1 | $12.2M | Sell |
22,850
-1,467
| -6% | -$783K | 1.36% | 15 |
|
|
2024
Q4 | $13.9M | Sell |
24,317
-592
| -2% | -$337K | 1.45% | 16 |
|
|
2024
Q3 | $14.2M | Sell |
24,909
-781
| -3% | -$445K | 1.69% | 14 |
|
|
2024
Q2 | $13.7M | Sell |
25,690
-810
| -3% | -$433K | 1.87% | 13 |
|
|
2024
Q1 | $14.7M | Sell |
26,500
-1,754
| -6% | -$976K | 2.33% | 13 |
|
|
2023
Q4 | $14.3M | Sell |
28,254
-444
| -2% | -$225K | 3.57% | 7 |
|
|
2023
Q3 | $13.1M | Sell |
28,698
-135
| -0.5% | -$61.6K | 3.83% | 7 |
|
|
2023
Q2 | $13.8M | Sell |
28,833
-1,448
| -5% | -$693K | 3.91% | 7 |
|
|
2023
Q1 | $13.9M | Sell |
30,281
-847
| -3% | -$388K | 4.12% | 7 |
|
|
2022
Q4 | $13.8M | Buy |
31,128
+348
| +1% | +$154K | 4.59% | 5 |
|
|
2022
Q3 | $12.4M | Sell |
30,780
-1,230
| -4% | -$494K | 4.57% | 5 |
|
|
2022
Q2 | $13.2M | Sell |
32,010
-7,600
| -19% | -$3.14M | 4.61% | 5 |
|
|
2022
Q1 | $19.4M | Sell |
39,610
-6,499
| -14% | -$3.19M | 5.72% | 4 |
|
|
2021
Q4 | $23.9M | Sell |
46,109
-59
| -0.1% | -$30.5K | 6.65% | 3 |
|
|
2021
Q3 | $22.2M | Sell |
46,168
-1,766
| -4% | -$849K | 6.69% | 3 |
|
|
2021
Q2 | $23.5M | Sell |
47,934
-12,078
| -20% | -$5.93M | 7.4% | 3 |
|
|
2021
Q1 | $15.8M | Buy |
60,012
+9,857
| +20% | +$2.59M | 7.61% | 2 |
|
|
2020
Q4 | $21.1M | Sell |
50,155
-4,258
| -8% | -$1.79M | 7.35% | 3 |
|
|
2020
Q3 | $18.4M | Sell |
54,413
-2,988
| -5% | -$1.01M | 7.22% | 3 |
|
|
2020
Q2 | $18.6M | Sell |
57,401
-2,611
| -4% | -$847K | 7.69% | 3 |
|
|
2020
Q1 | $15.8M | Buy |
+60,012
| New | +$15.8M | 7.61% | 2 |
|