SPDR S&P Midcap 400 ETF Trst (MDY)

Sector:
Super Investor Stats:
Ownership count:1
Ownership rank:667
% of all portfolios:0.005%
History Portfolio Manager Activity Share change % change to portfolio ▼
Q3  2024
≡ David Katz - Matrix Asset Advisors Add 23.70% 1,248 0.08
Q2  2024
≡ David Katz - Matrix Asset Advisors Reduce 0.17% 9 0.00
Q1  2024
≡ David Katz - Matrix Asset Advisors Reduce 4.07% 224 0.01
Q4  2023
≡ David Katz - Matrix Asset Advisors Reduce 0.29% 16 0.00
Q3  2023
≡ David Katz - Matrix Asset Advisors Reduce 2.04% 115 0.01
Q2  2023
≡ David Katz - Matrix Asset Advisors Reduce 0.11% 6 0.00
Q1  2023
≡ David Katz - Matrix Asset Advisors Add 0.68% 38 0.00
Q4  2022
≡ David Katz - Matrix Asset Advisors Reduce 2.90% 167 0.01
Q3  2022
≡ David Katz - Matrix Asset Advisors Reduce 0.71% 41 0.00
Q2  2022
≡ David Katz - Matrix Asset Advisors Add 0.47% 27 0.00
Q1  2022
≡ David Katz - Matrix Asset Advisors Add 4.30% 238 0.02
Q4  2021
≡ David Katz - Matrix Asset Advisors Add 1.71% 93 0.01
Q3  2021
≡ David Katz - Matrix Asset Advisors Add 3.01% 159 0.01
Q2  2021
≡ David Katz - Matrix Asset Advisors Add 2.01% 104 0.01
Q1  2021
≡ David Katz - Matrix Asset Advisors Buy 5,185 0.37

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.