Avalon Trust’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
$566K Sell
1,000
-254
-20% -$144K 0.04% 89
2025
Q1
$669K Hold
1,254
0.05% 83
2024
Q4
$714K Hold
1,254
0.05% 81
2024
Q3
$714K Hold
1,254
0.05% 78
2024
Q2
$671K Hold
1,254
0.05% 77
2024
Q1
$698K Hold
1,254
0.06% 82
2023
Q4
$636K Buy
+1,254
New +$636K 0.06% 75