Whitegate Investment Counselors’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
Q3 | $2.47M | Hold |
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|
2025
Q2 | $2.35M | Hold |
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|
2025
Q1 | $2.21M | Hold |
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|
2024
Q4 | $2.36M | Hold |
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|
2024
Q3 | $2.36M | Hold |
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|
2024
Q2 | $2.22M | Hold |
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|
2024
Q1 | $2.31M | Hold |
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|
2023
Q4 | $2.11M | Hold |
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|
2023
Q3 | $1.9M | Hold |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $3.44M | Hold |
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|
2022
Q4 | $3.33M | Hold |
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|
2022
Q3 | $3.02M | Hold |
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|
2022
Q2 | $3.11M | Hold |
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|
2022
Q1 | $3.68M | Sell |
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|
2021
Q4 | $3.95M | Sell |
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|
2021
Q3 | $3.97M | Hold |
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|
2021
Q2 | $4.05M | Hold |
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|
2021
Q1 | $3.93M | Sell |
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|
2020
Q4 | $3.79M | Sell |
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|
2020
Q3 | $3.15M | Sell |
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|
2020
Q2 | $3.11M | Sell |
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|
2020
Q1 | $2.8M | Hold |
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|
2019
Q4 | $3.99M | Hold |
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|
2019
Q3 | $3.75M | Hold |
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|
2019
Q2 | $3.77M | Sell |
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|
2019
Q1 | $3.72M | Hold |
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|
2018
Q4 | $3.25M | Hold |
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|
2018
Q3 | $3.95M | Sell |
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|
2018
Q2 | $3.84M | Buy |
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|
2018
Q1 | $3.51M | Buy |
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|
2017
Q4 | $3.54M | Sell |
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|
2017
Q3 | $3.61M | Sell |
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|
2017
Q2 | $3.56M | Buy |
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|
2017
Q1 | $3.5M | Buy |
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|
2016
Q4 | $3.3M | Buy |
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|
2016
Q3 | $3.08M | Buy |
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|
2016
Q2 | $2.9M | Buy |
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|
2014
Q1 | $3.42M | Buy |
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