Birch Hill Investment Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $283K | Hold |
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|
2025
Q2 | $269K | Hold |
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|
2025
Q1 | $253K | Sell |
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|
2024
Q4 | $272K | Hold |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $266K | Hold |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $261K | Sell |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Sell |
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|
2019
Q3 | $216K | Hold |
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|
2019
Q2 | $217K | Hold |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $227K | Hold |
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|
2018
Q2 | $219K | Hold |
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|
2018
Q1 | $211K | Sell |
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|
2017
Q4 | $217K | Hold |
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|
2017
Q3 | $205K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $212K | Hold |
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|
2016
Q1 | $205K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $213K | Hold |
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|
2015
Q1 | $216K | Hold |
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|
2014
Q4 | $206K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $203K | Buy |
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