Carret Asset Management’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 | $402K | Hold |
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|
2025
Q2 | $382K | Sell |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $396K | Hold |
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|
2024
Q3 | $396K | Hold |
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|
2024
Q2 | $372K | Hold |
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|
2024
Q1 | $387K | Hold |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $302K | Hold |
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|
2022
Q3 | $274K | Hold |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $334K | Hold |
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|
2021
Q2 | $341K | Hold |
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|
2021
Q1 | $330K | Hold |
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|
2020
Q4 | $291K | Buy |
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|
2020
Q3 | $230K | Hold |
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|
2020
Q2 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Hold |
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|
2019
Q3 | $252K | Sell |
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|
2019
Q2 | $255K | Sell |
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|
2019
Q1 | $256K | Hold |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $279K | Buy |
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|
2018
Q2 | $249K | Hold |
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|
2018
Q1 | $239K | Sell |
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|
2017
Q4 | $247K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $213K | Hold |
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|
2014
Q3 | $201K | Sell |
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|
2014
Q2 | $217K | Sell |
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|
2014
Q1 | $212K | Hold |
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|
2013
Q4 | $207K | Sell |
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|
2013
Q3 | $201K | Buy |
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