Essex Savings Bank’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
487
+72
| +17% | +$40.8K | 0.07% | 234 |
|
|
2025
Q1 | $221K | Hold |
415
| – | – | 0.05% | 273 |
|
|
2024
Q4 | $236K | Sell |
415
-49
| -11% | -$27.9K | 0.06% | 249 |
|
|
2024
Q3 | $264K | Hold |
464
| – | – | 0.07% | 238 |
|
|
2024
Q2 | $248K | Hold |
464
| – | – | 0.07% | 224 |
|
|
2024
Q1 | $235K | Hold |
464
| – | – | 0.07% | 231 |
|
|
2023
Q4 | $235K | Hold |
464
| – | – | 0.07% | 230 |
|
|
2023
Q3 | $212K | Buy |
+464
| New | +$212K | 0.07% | 217 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$71K | – | 449 |
|
|
2019
Q2 | $71K | Hold |
200
| – | – | 0.03% | 396 |
|
|
2019
Q1 | $69K | Hold |
200
| – | – | 0.04% | 259 |
|
|
2018
Q4 | $61K | Buy |
+200
| New | +$61K | 0.04% | 270 |
|