EFS
Essex Financial Services’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 | $1.48M | Sell |
2,617
-10
| -0.4% | -$5.67K | 0.1% | 190 |
|
|
2025
Q1 | $1.4M | Buy |
2,627
+53
| +2% | +$28.3K | 0.1% | 182 |
|
|
2024
Q4 | $1.47M | Buy |
2,574
+97
| +4% | +$55.2K | 0.1% | 175 |
|
|
2024
Q3 | $1.42M | Sell |
2,477
-342
| -12% | -$196K | 0.1% | 185 |
|
|
2024
Q2 | $1.51M | Buy |
2,819
+235
| +9% | +$126K | 0.11% | 173 |
|
|
2024
Q1 | $1.44M | Buy |
2,584
+530
| +26% | +$295K | 0.13% | 156 |
|
|
2023
Q4 | $1.04M | Buy |
2,054
+65
| +3% | +$33K | 0.11% | 184 |
|
|
2023
Q3 | $908K | Buy |
1,989
+52
| +3% | +$23.7K | 0.11% | 187 |
|
|
2023
Q2 | $928K | Buy |
1,937
+7
| +0.4% | +$3.35K | 0.11% | 183 |
|
|
2023
Q1 | $885K | Sell |
1,930
-18
| -0.9% | -$8.25K | 0.09% | 199 |
|
|
2022
Q4 | $862K | Hold |
1,948
| – | – | 0.09% | 198 |
|
|
2022
Q3 | $782K | Buy |
1,948
+425
| +28% | +$171K | 0.09% | 193 |
|
|
2022
Q2 | $630K | Buy |
1,523
+281
| +23% | +$116K | 0.07% | 239 |
|
|
2022
Q1 | $609K | Sell |
1,242
-20
| -2% | -$9.81K | 0.06% | 261 |
|
|
2021
Q4 | $653K | Hold |
1,262
| – | – | 0.06% | 251 |
|
|
2021
Q3 | $607K | Sell |
1,262
-14
| -1% | -$6.73K | 0.07% | 247 |
|
|
2021
Q2 | $607K | Hold |
1,276
| – | – | 0.09% | 213 |
|
|
2021
Q1 | $607K | Buy |
1,276
+35
| +3% | +$16.7K | 0.11% | 179 |
|
|
2020
Q4 | $521K | Buy |
1,241
+581
| +88% | +$244K | 0.1% | 182 |
|
|
2020
Q3 | $224K | Buy |
+660
| New | +$224K | 0.06% | 249 |
|
|
2018
Q2 | – | Sell |
-1,303
| Closed | -$445K | – | 324 |
|
|
2018
Q1 | $445K | Buy |
+1,303
| New | +$445K | 0.09% | 216 |
|
|
2017
Q3 | – | Sell |
-1,609
| Closed | -$511K | – | 320 |
|
|
2017
Q2 | $511K | Buy |
1,609
+223
| +16% | +$70.8K | 0.11% | 186 |
|
|
2017
Q1 | $433K | Hold |
1,386
| – | – | 0.1% | 198 |
|
|
2016
Q4 | $418K | Hold |
1,386
| – | – | 0.09% | 200 |
|
|
2016
Q3 | $391K | Hold |
1,386
| – | – | 0.09% | 203 |
|
|
2016
Q2 | $377K | Sell |
1,386
-46
| -3% | -$12.5K | 0.09% | 210 |
|
|
2016
Q1 | $376K | Sell |
1,432
-265
| -16% | -$69.6K | 0.09% | 203 |
|
|
2015
Q4 | $431K | Sell |
1,697
-114
| -6% | -$29K | 0.1% | 195 |
|
|
2015
Q3 | $451K | Hold |
1,811
| – | – | 0.12% | 186 |
|
|
2015
Q2 | $495K | Sell |
1,811
-4
| -0.2% | -$1.09K | 0.13% | 180 |
|
|
2015
Q1 | $503K | Buy |
1,815
+150
| +9% | +$41.6K | 0.13% | 182 |
|
|
2014
Q4 | $440K | Hold |
1,665
| – | – | 0.11% | 187 |
|
|
2014
Q3 | $415K | Buy |
1,665
+400
| +32% | +$99.7K | 0.12% | 186 |
|
|
2014
Q2 | $330K | Hold |
1,265
| – | – | 0.1% | 215 |
|
|
2014
Q1 | $317K | Hold |
1,265
| – | – | 0.1% | 207 |
|
|
2013
Q4 | $309K | Sell |
1,265
-70
| -5% | -$17.1K | 0.1% | 200 |
|
|
2013
Q3 | $302 | Sell |
1,335
-60
| -4% | -$14 | 0.09% | 193 |
|
|
2013
Q2 | $293K | Buy |
+1,395
| New | +$293K | 0.1% | 191 |
|