Beirne Wealth Consulting Services’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
Sell
-935
Closed -$567K 109
2025
Q4
$567K Sell
935
-46
-5% -$27.5K 0.16% 61
2025
Q3
$587K Buy
981
+1
+0.1% +$587 0.14% 92
2025
Q2
$558K Buy
980
+178
+22% +$95.5K 0.18% 60
2025
Q1
$430K Sell
802
-27
-3% -$15.3K 0.15% 64
2024
Q4
$474K Buy
829
+33
+4% +$19.3K 0.17% 62
2024
Q3
$455K Buy
796
+24
+3% +$13.2K 0.16% 63
2024
Q2
$415K Buy
772
+17
+2% +$9.14K 0.17% 65
2024
Q1
$422K Buy
755
+6
+0.8% +$3.11K 0.18% 65
2023
Q4
$382K Buy
749
+266
+55% +$124K 0.19% 89
2023
Q3
$232K Hold
483
0.19% 79
2023
Q2
$232K Buy
+483
New +$220K 0.19% 79
2023
Q1
Sell
-511,942
Closed -$7.67M 105
2022
Q4
$7.67M Buy
+511,942
New +$226M 3.78% 7

Other funds holding MDY