Zhang Financial’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 | $1.39M | Buy |
2,451
+72
| +3% | +$40.8K | 0.06% | 141 |
|
|
2025
Q1 | $1.27M | Buy |
2,379
+155
| +7% | +$82.7K | 0.07% | 141 |
|
|
2024
Q4 | $1.27M | Hold |
2,224
| – | – | 0.07% | 133 |
|
|
2024
Q3 | $1.27M | Hold |
2,224
| – | – | 0.08% | 131 |
|
|
2024
Q2 | $1.19M | Hold |
2,224
| – | – | 0.08% | 125 |
|
|
2024
Q1 | $1.24M | Hold |
2,224
| – | – | 0.09% | 125 |
|
|
2023
Q4 | $1.13M | Sell |
2,224
-20
| -0.9% | -$10.1K | 0.1% | 119 |
|
|
2023
Q3 | $1.02M | Buy |
2,244
+14
| +0.6% | +$6.39K | 0.1% | 112 |
|
|
2023
Q2 | $1.08M | Buy |
2,230
+2
| +0.1% | +$972 | 0.11% | 106 |
|
|
2023
Q1 | $1.02M | Buy |
2,228
+21
| +1% | +$9.63K | 0.12% | 110 |
|
|
2022
Q4 | $977K | Hold |
2,207
| – | – | 0.12% | 101 |
|
|
2022
Q3 | $887K | Buy |
2,207
+101
| +5% | +$40.6K | 0.13% | 86 |
|
|
2022
Q2 | $871K | Hold |
2,106
| – | – | 0.14% | 91 |
|
|
2022
Q1 | $1.03M | Hold |
2,106
| – | – | 0.17% | 80 |
|
|
2021
Q4 | $1.09M | Hold |
2,106
| – | – | 0.19% | 70 |
|
|
2021
Q3 | $1.01M | Buy |
+2,106
| New | +$1.01M | 0.23% | 55 |
|