WIM
Westside Investment Management’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 | $256K | Hold |
450
| – | – | 0.05% | 227 |
|
|
2025
Q1 | $241K | Hold |
450
| – | – | 0.05% | 215 |
|
|
2024
Q4 | $256K | Hold |
450
| – | – | 0.05% | 205 |
|
|
2024
Q3 | $253K | Hold |
450
| – | – | 0.05% | 206 |
|
|
2024
Q2 | $241K | Hold |
450
| – | – | 0.06% | 207 |
|
|
2024
Q1 | $249K | Hold |
450
| – | – | 0.06% | 205 |
|
|
2023
Q4 | $228K | Hold |
450
| – | – | 0.06% | 196 |
|
|
2023
Q3 | $205K | Hold |
450
| – | – | 0.06% | 196 |
|
|
2023
Q2 | $216K | Hold |
450
| – | – | 0.06% | 197 |
|
|
2023
Q1 | $206K | Hold |
450
| – | – | 0.06% | 198 |
|
|
2022
Q4 | $97.1K | Hold |
450
| – | – | 0.24% | 88 |
|
|
2022
Q3 | $88.5K | Hold |
450
| – | – | 0.21% | 98 |
|
|
2022
Q2 | $109K | Hold |
450
| – | – | 0.25% | 86 |
|
|
2022
Q1 | $109K | Hold |
450
| – | – | 0.24% | 88 |
|
|
2021
Q4 | $108K | Hold |
450
| – | – | 0.25% | 86 |
|
|
2021
Q3 | $108K | Hold |
450
| – | – | 0.25% | 84 |
|
|
2021
Q2 | $108K | Hold |
450
| – | – | 0.25% | 82 |
|
|
2021
Q1 | $47.8K | Hold |
450
| – | – | 0.13% | 114 |
|
|
2020
Q4 | $42.1K | Hold |
450
| – | – | 0.12% | 105 |
|
|
2020
Q3 | $34K | Hold |
450
| – | – | 0.02% | 106 |
|
|
2020
Q2 | $32.6K | Hold |
450
| – | – | 0.02% | 89 |
|
|
2020
Q1 | $26.4K | Buy |
+450
| New | +$26.4K | 0.02% | 109 |
|
|
2019
Q2 | $35.9K | Buy |
+450
| New | +$35.9K | 0.08% | 49 |
|
|
2018
Q4 | $138K | Buy |
450
+350
| +350% | +$107K | 0.05% | 183 |
|
|
2018
Q3 | $33.6K | Sell |
100
-280
| -74% | -$94K | 0.01% | 291 |
|
|
2018
Q2 | $136K | Buy |
380
+100
| +36% | +$35.7K | 0.05% | 192 |
|
|
2018
Q1 | $93.4K | Hold |
280
| – | – | 0.05% | 220 |
|
|
2017
Q4 | $99K | Hold |
280
| – | – | 0.05% | 219 |
|
|
2017
Q3 | $92.3K | Hold |
280
| – | – | 0.06% | 210 |
|
|
2017
Q2 | $88.8K | Hold |
280
| – | – | 0.06% | 210 |
|
|
2017
Q1 | $86.2K | Sell |
280
-32,409
| -99% | -$9.98M | 0.04% | 206 |
|
|
2016
Q4 | $1.58M | Buy |
+32,689
| New | +$1.58M | 1.08% | 10 |
|