Essex Financial Services’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
Q2 | $1.48M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $908K | Buy |
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|
2023
Q2 | $928K | Buy |
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|
2023
Q1 | $885K | Sell |
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|
2022
Q4 | $862K | Hold |
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|
2022
Q3 | $782K | Buy |
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|
2022
Q2 | $630K | Buy |
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|
2022
Q1 | $609K | Sell |
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|
2021
Q4 | $653K | Hold |
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|
2021
Q3 | $607K | Sell |
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|
2021
Q2 | $607K | Hold |
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|
2021
Q1 | $607K | Buy |
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|
2020
Q4 | $521K | Buy |
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|
2020
Q3 | $224K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $445K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $511K | Buy |
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|
2017
Q1 | $433K | Hold |
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|
2016
Q4 | $418K | Hold |
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|
2016
Q3 | $391K | Hold |
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|
2016
Q2 | $377K | Sell |
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|
2016
Q1 | $376K | Sell |
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|
2015
Q4 | $431K | Sell |
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|
2015
Q3 | $451K | Hold |
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|
2015
Q2 | $495K | Sell |
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|
2015
Q1 | $503K | Buy |
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|
2014
Q4 | $440K | Hold |
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|
2014
Q3 | $415K | Buy |
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|
2014
Q2 | $330K | Hold |
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|
2014
Q1 | $317K | Hold |
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|
2013
Q4 | $309K | Sell |
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|
2013
Q3 | $302 | Sell |
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|
2013
Q2 | $293K | Buy |
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