Birch Hill Investment Advisors’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	$269K	Hold	475	–	–	0.01%	173
2025 Q1	$253K	Sell	475 -3	-0.6%	-$1.6K	0.01%	171
2024 Q4	$272K	Hold	478	–	–	0.01%	170
2024 Q3	$272K	Hold	478	–	–	0.01%	162
2024 Q2	$256K	Hold	478	–	–	0.01%	157
2024 Q1	$266K	Hold	478	–	–	0.01%	153
2023 Q4	$243K	Sell	478 -58	-11%	-$29.4K	0.01%	146
2023 Q3	$245K	Hold	536	–	–	0.01%	143
2023 Q2	$257K	Buy	536 +58	+12%	+$27.8K	0.01%	142
2023 Q1	$219K	Sell	478 -53	-10%	-$24.3K	0.01%	151
2022 Q4	$235K	Hold	531	–	–	0.02%	142
2022 Q3	$213K	Hold	531	–	–	0.01%	142
2022 Q2	$220K	Hold	531	–	–	0.01%	143
2022 Q1	$260K	Hold	531	–	–	0.01%	147
2021 Q4	$275K	Hold	531	–	–	0.01%	152
2021 Q3	$255K	Hold	531	–	–	0.01%	154
2021 Q2	$261K	Sell	531 -40	-7%	-$19.7K	0.01%	147
2021 Q1	$272K	Sell	571 -12	-2%	-$5.72K	0.02%	137
2020 Q4	$245K	Buy	+583	New	+$245K	0.01%	138
2020 Q1	–	Sell	-583	Closed	-$219K	–	142
2019 Q4	$219K	Sell	583 -30	-5%	-$11.3K	0.01%	140
2019 Q3	$216K	Hold	613	–	–	0.02%	137
2019 Q2	$217K	Hold	613	–	–	0.02%	136
2019 Q1	$212K	Buy	+613	New	+$212K	0.02%	138
2018 Q4	–	Sell	-618	Closed	-$227K	–	143
2018 Q3	$227K	Hold	618	–	–	0.02%	143
2018 Q2	$219K	Hold	618	–	–	0.02%	134
2018 Q1	$211K	Sell	618 -10	-2%	-$3.41K	0.02%	136
2017 Q4	$217K	Hold	628	–	–	0.02%	128
2017 Q3	$205K	Buy	+628	New	+$205K	0.02%	126
2016 Q3	–	Sell	-780	Closed	-$212K	–	132
2016 Q2	$212K	Hold	780	–	–	0.02%	124
2016 Q1	$205K	Buy	+780	New	+$205K	0.02%	124
2015 Q3	–	Sell	-780	Closed	-$213K	–	135
2015 Q2	$213K	Hold	780	–	–	0.02%	134
2015 Q1	$216K	Hold	780	–	–	0.02%	132
2014 Q4	$206K	Buy	+780	New	+$206K	0.02%	136
2014 Q3	–	Sell	-780	Closed	-$203K	–	137
2014 Q2	$203K	Buy	+780	New	+$203K	0.02%	133