W
WorthPointe’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 | $585K | Hold |
1,032
| – | – | 0.25% | 43 |
|
|
2025
Q1 | $551K | Hold |
1,032
| – | – | 0.25% | 45 |
|
|
2024
Q4 | $588K | Sell |
1,032
-73
| -7% | -$41.6K | 0.24% | 41 |
|
|
2024
Q3 | $629K | Sell |
1,105
-53
| -5% | -$30.2K | 0.26% | 39 |
|
|
2024
Q2 | $620K | Hold |
1,158
| – | – | 0.28% | 39 |
|
|
2024
Q1 | $644K | Hold |
1,158
| – | – | 0.32% | 32 |
|
|
2023
Q4 | $588K | Hold |
1,158
| – | – | 0.3% | 40 |
|
|
2023
Q3 | $529K | Sell |
1,158
-27
| -2% | -$12.3K | 0.31% | 34 |
|
|
2023
Q2 | $568K | Hold |
1,185
| – | – | 0.34% | 32 |
|
|
2023
Q1 | $543K | Hold |
1,185
| – | – | 0.35% | 29 |
|
|
2022
Q4 | $525K | Hold |
1,185
| – | – | 0.36% | 35 |
|
|
2022
Q3 | $476K | Hold |
1,185
| – | – | 0.4% | 30 |
|
|
2022
Q2 | $490K | Sell |
1,185
-196
| -14% | -$81K | 0.41% | 26 |
|
|
2022
Q1 | $677K | Sell |
1,381
-213
| -13% | -$104K | 0.54% | 24 |
|
|
2021
Q4 | $783K | Buy |
+1,594
| New | +$783K | 0.7% | 18 |
|