Winthrop Advisory Group’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 | $2.6M | Sell |
4,571
-140
| -3% | -$79.6K | 0.25% | 46 |
|
|
2025
Q1 | $2.52M | Hold |
4,711
| – | – | 0.3% | 39 |
|
|
2024
Q4 | $2.68M | Buy |
4,711
+4
| +0.1% | +$2.28K | 0.32% | 40 |
|
|
2024
Q3 | $2.69M | Buy |
4,707
+387
| +9% | +$221K | 0.33% | 36 |
|
|
2024
Q2 | $2.41M | Hold |
4,320
| – | – | 0.33% | 39 |
|
|
2024
Q1 | $2.41M | Sell |
4,320
-625
| -13% | -$348K | 0.35% | 37 |
|
|
2023
Q4 | $2.51M | Hold |
4,945
| – | – | 0.39% | 32 |
|
|
2023
Q3 | $2.27M | Sell |
4,945
-49
| -1% | -$22.5K | 0.37% | 31 |
|
|
2023
Q2 | $2.4M | Sell |
4,994
-26
| -0.5% | -$12.5K | 0.38% | 30 |
|
|
2023
Q1 | $2.31M | Sell |
5,020
-10
| -0.2% | -$4.6K | 0.41% | 30 |
|
|
2022
Q4 | $2.24M | Buy |
5,030
+21
| +0.4% | +$9.37K | 0.43% | 31 |
|
|
2022
Q3 | $2.03M | Sell |
5,009
-3
| -0.1% | -$1.22K | 0.43% | 28 |
|
|
2022
Q2 | $2.08M | Hold |
5,012
| – | – | 0.49% | 27 |
|
|
2022
Q1 | $2.47M | Sell |
5,012
-413
| -8% | -$204K | 0.51% | 25 |
|
|
2021
Q4 | $2.82M | Sell |
5,425
-29
| -0.5% | -$15.1K | 0.57% | 23 |
|
|
2021
Q3 | $2.63M | Buy |
5,454
+55
| +1% | +$26.5K | 0.59% | 23 |
|
|
2021
Q2 | $2.65M | Sell |
5,399
-77
| -1% | -$37.8K | 0.6% | 21 |
|
|
2021
Q1 | $2.61M | Hold |
5,476
| – | – | 0.64% | 21 |
|
|
2020
Q4 | $2.3M | Sell |
5,476
-24
| -0.4% | -$10.1K | 0.6% | 23 |
|
|
2020
Q3 | $1.88M | Sell |
5,500
-10
| -0.2% | -$3.42K | 0.58% | 20 |
|
|
2020
Q2 | $1.78M | Buy |
5,510
+4
| +0.1% | +$1.29K | 0.63% | 20 |
|
|
2020
Q1 | $1.45M | Sell |
5,506
-2,267
| -29% | -$596K | 0.58% | 22 |
|
|
2019
Q4 | $2.92M | Buy |
7,773
+5
| +0.1% | +$1.88K | 1.05% | 14 |
|
|
2019
Q3 | $2.74M | Buy |
7,768
+51
| +0.7% | +$18K | 1.08% | 14 |
|
|
2019
Q2 | $2.74M | Sell |
7,717
-354
| -4% | -$126K | 1.15% | 15 |
|
|
2019
Q1 | $2.81M | Buy |
8,071
+528
| +7% | +$184K | 1.24% | 14 |
|
|
2018
Q4 | $2.28M | Buy |
7,543
+1,641
| +28% | +$497K | 1.16% | 15 |
|
|
2018
Q3 | $2.17M | Buy |
5,902
+56
| +1% | +$20.6K | 1.22% | 12 |
|
|
2018
Q2 | $2.08M | Buy |
5,846
+117
| +2% | +$41.5K | 1.36% | 10 |
|
|
2018
Q1 | $1.97M | Sell |
5,729
-29
| -0.5% | -$9.95K | 1.38% | 10 |
|
|
2017
Q4 | $2.02M | Buy |
+5,758
| New | +$2.02M | 1.44% | 10 |
|