World Investment Advisors’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 | $9.06M | Sell |
16,001
-206
| -1% | -$117K | 0.21% | 110 |
|
2025
Q1 | $8.65M | Buy |
16,207
+367
| +2% | +$196K | 0.22% | 106 |
|
2024
Q4 | $9.02M | Buy |
15,840
+146
| +0.9% | +$83.2K | 0.25% | 91 |
|
2024
Q3 | $8.94M | Sell |
15,694
-595
| -4% | -$339K | 0.28% | 89 |
|
2024
Q2 | $8.72M | Buy |
16,289
+6,157
| +61% | +$3.29M | 0.54% | 40 |
|
2024
Q1 | $8.84M | Sell |
10,132
-5,802
| -36% | -$5.06M | 1.27% | 13 |
|
2023
Q4 | $8.08M | Buy |
+15,934
| New | +$8.08M | 1.05% | 21 |
|
2020
Q2 | – | Sell |
-900
| Closed | -$238K | – | 178 |
|
2020
Q1 | $238K | Sell |
900
-67
| -7% | -$17.7K | 0.11% | 110 |
|
2019
Q4 | $364K | Buy |
967
+2
| +0.2% | +$753 | 0.14% | 93 |
|
2019
Q3 | $341K | Buy |
965
+25
| +3% | +$8.83K | 0.15% | 90 |
|
2019
Q2 | $328K | Sell |
940
-36
| -4% | -$12.6K | 0.14% | 82 |
|
2019
Q1 | $338K | Buy |
976
+11
| +1% | +$3.81K | 0.15% | 78 |
|
2018
Q4 | $331K | Buy |
+965
| New | +$331K | 0.15% | 94 |
|