Baldwin Wealth Partners’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 Q2	$212K	Buy	+302	New	+$202K	0.01%	220
2024 Q4	–	Sell	-317	Closed	-$181K	–	701
2024 Q3	$181K	Hold	317	–	–	0.01%	343
2024 Q2	$170K	Sell	317 -1,345	-81%	-$723K	0.01%	219
2024 Q1	$925K	Sell	1,662 -115	-6%	-$59.6K	0.07%	110
2023 Q4	$902K	Hold	1,777	–	–	0.07%	108
2023 Q3	$811K	Hold	1,777	–	–	0.07%	116
2023 Q2	$851K	Sell	1,777 -5	-0.3%	-$2.28K	0.07%	120
2023 Q1	$817K	Buy	1,782 +128	+8%	+$59.7K	0.07%	120
2022 Q4	$732K	Hold	1,654	–	–	0.07%	126
2022 Q3	$664K	Hold	1,654	–	–	0.09%	83
2022 Q2	$684K	Hold	1,654	–	–	0.09%	84
2022 Q1	$811K	Sell	1,654 -5	-0.3%	-$2.43K	0.09%	84
2021 Q4	$859K	Buy	1,659 +35	+2%	+$17.8K	0.09%	83
2021 Q3	$781K	Buy	1,624 +19	+1%	+$9.33K	0.09%	79
2021 Q2	$788K	Buy	1,605 +112	+8%	+$55.2K	0.09%	84
2021 Q1	$711K	Sell	1,493 -100	-6%	-$45.6K	0.08%	86
2020 Q4	$669K	Hold	1,593	–	–	0.08%	87
2020 Q3	$540K	Buy	1,593 +40	+3%	+$13.7K	0.07%	95
2020 Q2	$504K	Hold	1,553	–	–	0.07%	100
2020 Q1	$408K	Buy	1,553 +25	+2%	+$8.48K	0.07%	102
2019 Q4	$574K	Hold	1,528	–	–	0.08%	101
2019 Q3	$539K	Hold	1,528	–	–	0.08%	102
2019 Q2	$542K	Hold	1,528	–	–	0.08%	114
2019 Q1	$528K	Buy	1,528 +1,296	+559%	+$436K	0.08%	121
2018 Q4	$70K	Hold	232	–	–	0.01%	258
2018 Q3	$85K	Hold	232	–	–	0.01%	269
2018 Q2	$82K	Buy	232 +100	+76%	+$35.2K	0.01%	272
2018 Q1	$45K	Hold	132	–	–	0.01%	312
2017 Q4	$46K	Buy	132 +32	+32%	+$10.8K	0.01%	312
2017 Q3	$33K	Hold	100	–	–	0.01%	321
2017 Q2	$32K	Hold	100	–	–	0.01%	333
2017 Q1	$31K	Sell	100 -115	-53%	-$35.7K	0.01%	335
2016 Q4	$65K	Hold	215	–	–	0.01%	269
2016 Q3	$61K	Sell	215 -25	-10%	-$7.04K	0.01%	283
2016 Q2	$65K	Hold	240	–	–	0.01%	248
2016 Q1	$63K	Buy	+240	New	+$58.4K	0.01%	283