BMM
Berkshire Money Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Hold |
1,401
| – | – | 0.08% | 49 |
|
|
2025
Q1 | $748K | Sell |
1,401
-4
| -0.3% | -$2.13K | 0.08% | 41 |
|
|
2024
Q4 | $800K | Buy |
+1,405
| New | +$800K | 0.09% | 37 |
|
|
2024
Q2 | – | Sell |
-1,405
| Closed | -$782K | – | 61 |
|
|
2024
Q1 | $782K | Buy |
+1,405
| New | +$782K | 0.09% | 39 |
|
|
2020
Q3 | – | Sell |
-1,735
| Closed | -$563K | – | 34 |
|
|
2020
Q2 | $563K | Sell |
1,735
-43
| -2% | -$14K | 0.12% | 30 |
|
|
2020
Q1 | $467K | Sell |
1,778
-118,600
| -99% | -$31.2M | 0.11% | 29 |
|
|
2019
Q4 | $45.2M | Sell |
120,378
-24,505
| -17% | -$9.2M | 8.8% | 4 |
|
|
2019
Q3 | $51.1M | Buy |
144,883
+3,733
| +3% | +$1.32M | 10.56% | 3 |
|
|
2019
Q2 | $50.1M | Buy |
141,150
+2,313
| +2% | +$820K | 10.58% | 3 |
|
|
2019
Q1 | $48M | Buy |
138,837
+36,536
| +36% | +$12.6M | 10.62% | 4 |
|
|
2018
Q4 | $31M | Sell |
102,301
-190
| -0.2% | -$57.5K | 7.71% | 5 |
|
|
2018
Q3 | $37.7M | Buy |
102,491
+2,802
| +3% | +$1.03M | 8.32% | 6 |
|
|
2018
Q2 | $36.1M | Sell |
99,689
-1,311
| -1% | -$474K | 8.41% | 5 |
|
|
2018
Q1 | $34.5M | Sell |
101,000
-70,503
| -41% | -$24.1M | 8.62% | 5 |
|
|
2017
Q4 | $59.2M | Buy |
171,503
+4,966
| +3% | +$1.72M | 14.83% | 2 |
|
|
2017
Q3 | $55.6M | Buy |
166,537
+54
| +0% | +$18K | 14.5% | 2 |
|
|
2017
Q2 | $52.9M | Buy |
166,483
+4,043
| +2% | +$1.28M | 14.91% | 2 |
|
|
2017
Q1 | $50.7M | Buy |
162,440
+2,030
| +1% | +$634K | 15.24% | 2 |
|
|
2016
Q4 | $48.4M | Buy |
160,410
+1,918
| +1% | +$579K | 14.35% | 2 |
|
|
2016
Q3 | $44.7M | Buy |
158,492
+92,147
| +139% | +$26M | 13.73% | 2 |
|
|
2016
Q2 | $18.1M | Sell |
66,345
-3,420
| -5% | -$931K | 6.21% | 5 |
|
|
2016
Q1 | $18.3M | Sell |
69,765
-3,841
| -5% | -$1.01M | 5.58% | 6 |
|
|
2015
Q4 | $18.7M | Buy |
+73,606
| New | +$18.7M | 5.69% | 6 |
|
|
2014
Q2 | – | Sell |
-134,750
| Closed | -$33.8M | – | 16 |
|
|
2014
Q1 | $33.8M | Buy |
134,750
+6,243
| +5% | +$1.56M | 15.45% | 2 |
|
|
2013
Q4 | $31.4M | Buy |
128,507
+27,277
| +27% | +$6.66M | 11.48% | 4 |
|
|
2013
Q3 | $22.9M | Buy |
101,230
+64,767
| +178% | +$14.7M | 9.96% | 5 |
|
|
2013
Q2 | $7.66M | Buy |
+36,463
| New | +$7.66M | 3.63% | 9 |
|