Winch 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 | $44.8K | Hold |
79
| – | – | 0.01% | 169 |
|
|
2025
Q1 | $42.1K | Hold |
79
| – | – | 0.01% | 167 |
|
|
2024
Q4 | $45K | Hold |
79
| – | – | 0.01% | 161 |
|
|
2024
Q3 | $45K | Hold |
79
| – | – | 0.01% | 162 |
|
|
2024
Q2 | $42.3K | Hold |
79
| – | – | 0.01% | 161 |
|
|
2024
Q1 | $44K | Hold |
79
| – | – | 0.01% | 160 |
|
|
2023
Q4 | $40.1K | Sell |
79
-75
| -49% | -$38.1K | 0.01% | 159 |
|
|
2023
Q3 | $70K | Sell |
154
-11
| -7% | -$5K | 0.03% | 115 |
|
|
2023
Q2 | $79K | Sell |
165
-35
| -18% | -$16.8K | 0.03% | 107 |
|
|
2023
Q1 | $92K | Sell |
200
-12
| -6% | -$5.52K | 0.04% | 102 |
|
|
2022
Q4 | $94K | Sell |
212
-89
| -30% | -$39.5K | 0.04% | 100 |
|
|
2022
Q3 | $121K | Sell |
301
-18
| -6% | -$7.24K | 0.05% | 85 |
|
|
2022
Q2 | $132K | Hold |
319
| – | – | 0.05% | 82 |
|
|
2022
Q1 | $156K | Hold |
319
| – | – | 0.05% | 79 |
|
|
2021
Q4 | $165K | Sell |
319
-4
| -1% | -$2.07K | 0.05% | 78 |
|
|
2021
Q3 | $155K | Hold |
323
| – | – | 0.05% | 78 |
|
|
2021
Q2 | $158K | Buy |
323
+5
| +2% | +$2.45K | 0.06% | 74 |
|
|
2021
Q1 | $152K | Hold |
318
| – | – | 0.06% | 70 |
|
|
2020
Q4 | $134K | Hold |
318
| – | – | 0.06% | 65 |
|
|
2020
Q3 | $108K | Sell |
318
-4
| -1% | -$1.36K | 0.05% | 63 |
|
|
2020
Q2 | $105K | Hold |
322
| – | – | 0.05% | 62 |
|
|
2020
Q1 | $85K | Buy |
322
+1
| +0.3% | +$264 | 0.04% | 63 |
|
|
2019
Q4 | $121K | Hold |
321
| – | – | 0.06% | 74 |
|
|
2019
Q3 | $113K | Sell |
321
-11
| -3% | -$3.87K | 0.06% | 73 |
|
|
2019
Q2 | $118K | Buy |
332
+1
| +0.3% | +$355 | 0.06% | 72 |
|
|
2019
Q1 | $114K | Sell |
331
-14
| -4% | -$4.82K | 0.06% | 81 |
|
|
2018
Q4 | $104K | Buy |
345
+4
| +1% | +$1.21K | 0.06% | 76 |
|
|
2018
Q3 | $125K | Buy |
341
+1
| +0.3% | +$367 | 0.06% | 79 |
|
|
2018
Q2 | $121K | Hold |
340
| – | – | 0.07% | 82 |
|
|
2018
Q1 | $116K | Buy |
340
+1
| +0.3% | +$341 | 0.07% | 86 |
|
|
2017
Q4 | $117K | Hold |
339
| – | – | 0.07% | 71 |
|
|
2017
Q3 | $112K | Sell |
339
-734
| -68% | -$243K | 0.07% | 66 |
|
|
2017
Q2 | $341K | Sell |
1,073
-29
| -3% | -$9.22K | 0.21% | 60 |
|
|
2017
Q1 | $344K | Sell |
1,102
-13
| -1% | -$4.06K | 0.22% | 61 |
|
|
2016
Q4 | $336K | Buy |
+1,115
| New | +$336K | 0.23% | 54 |
|