YHB 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 | $214K | Buy |
+378
| New | +$214K | 0.02% | 294 |
|
|
2025
Q1 | – | Sell |
-368
| Closed | -$210K | – | 296 |
|
|
2024
Q4 | $210K | Hold |
368
| – | – | 0.02% | 273 |
|
|
2024
Q3 | $210K | Buy |
+368
| New | +$210K | 0.02% | 277 |
|
|
2024
Q2 | – | Sell |
-360
| Closed | -$200K | – | 280 |
|
|
2024
Q1 | $200K | Sell |
360
-75
| -17% | -$41.7K | 0.02% | 270 |
|
|
2023
Q4 | $221K | Sell |
435
-5
| -1% | -$2.54K | 0.02% | 251 |
|
|
2023
Q3 | $201K | Hold |
440
| – | – | 0.02% | 265 |
|
|
2023
Q2 | $211K | Sell |
440
-160
| -27% | -$76.6K | 0.02% | 270 |
|
|
2023
Q1 | $275K | Hold |
600
| – | – | 0.03% | 236 |
|
|
2022
Q4 | $266K | Hold |
600
| – | – | 0.03% | 237 |
|
|
2022
Q3 | $241K | Sell |
600
-25
| -4% | -$10K | 0.03% | 246 |
|
|
2022
Q2 | $258K | Sell |
625
-55
| -8% | -$22.7K | 0.03% | 240 |
|
|
2022
Q1 | $334K | Buy |
680
+20
| +3% | +$9.82K | 0.03% | 227 |
|
|
2021
Q4 | $342K | Buy |
660
+100
| +18% | +$51.8K | 0.03% | 243 |
|
|
2021
Q3 | $269K | Buy |
560
+10
| +2% | +$4.8K | 0.02% | 263 |
|
|
2021
Q2 | $270K | Sell |
550
-10
| -2% | -$4.91K | 0.02% | 261 |
|
|
2021
Q1 | $278K | Sell |
560
-10
| -2% | -$4.96K | 0.02% | 247 |
|
|
2020
Q4 | $239K | Buy |
+570
| New | +$239K | 0.02% | 260 |
|