Cohen Klingenstein’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 | $477K | Hold |
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|
2025
Q2 | $453K | Hold |
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|
2025
Q1 | $427K | Hold |
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|
2024
Q4 | $456K | Hold |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $428K | Hold |
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|
2024
Q1 | $445K | Hold |
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|
2023
Q4 | $406K | Hold |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $383K | Hold |
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|
2023
Q1 | $367K | Hold |
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|
2022
Q4 | $354K | Hold |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $392K | Hold |
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|
2021
Q4 | $414K | Hold |
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|
2021
Q3 | $385K | Hold |
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|
2021
Q2 | $393K | Hold |
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $336K | Hold |
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|
2020
Q3 | $271K | Hold |
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|
2020
Q2 | $260K | Hold |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $282K | Hold |
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|
2019
Q2 | $284K | Hold |
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|
2019
Q1 | $276K | Hold |
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|
2018
Q4 | $242K | Hold |
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|
2018
Q3 | $294K | Hold |
|
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|
2018
Q2 | $284K | Hold |
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|
2018
Q1 | $273K | Hold |
|
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|
2017
Q4 | $276K | Hold |
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|
2017
Q3 | $261K | Hold |
|
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|
2017
Q2 | $254K | Hold |
|
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|
2017
Q1 | $250K | Hold |
|
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|
2016
Q4 | $241K | Hold |
|
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|
2016
Q3 | $226K | Hold |
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|
2016
Q2 | $218K | Hold |
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|
2016
Q1 | $210K | Hold |
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|
2015
Q4 | $203K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $219K | Hold |
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|
2015
Q1 | $222K | Hold |
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|
2014
Q4 | $211K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $208K | Hold |
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|
2014
Q1 | $200K | Buy |
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