Allegheny Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Buy	432 +1	+0.2%	+$634	0.04%	236
2025 Q4	$261K	Sell	431 -15	-3%	-$8.97K	0.04%	226
2025 Q3	$266K	Buy	446 +34	+8%	+$20K	0.05%	213
2025 Q2	$234K	Sell	412 -39	-9%	-$20.9K	0.05%	219
2025 Q1	$241K	Sell	451 -43	-9%	-$24.4K	0.06%	195
2024 Q4	$282K	Buy	494 +11	+2%	+$6.45K	0.07%	186
2024 Q3	$275K	Sell	483 -62	-11%	-$34.2K	0.07%	199
2024 Q2	$292K	Sell	545 -44	-7%	-$23.7K	0.08%	179
2024 Q1	$328K	Buy	589 +92	+19%	+$47.7K	0.1%	159
2023 Q4	$252K	Buy	497 +45	+10%	+$20.9K	0.08%	181
2023 Q3	$206K	Buy	+452	New	+$217K	0.08%	180
2022 Q2	–	Sell	-448	Closed	-$220K	–	171
2022 Q1	$220K	Hold	448	–	–	0.09%	145
2021 Q4	$232K	Hold	448	–	–	0.09%	137
2021 Q3	$215K	Sell	448 -13	-3%	-$6.38K	0.1%	131
2021 Q2	$226K	Buy	+461	New	+$227K	0.1%	131
2021 Q1	–	Sell	-504	Closed	-$212K	–	105
2020 Q4	$212K	Buy	+504	New	+$194K	0.11%	119