Evergreen Capital 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
$319K Buy
2025
Q2
$303K Hold
2025
Q1
$285K Hold
2024
Q4
$305K Hold
2024
Q3
$304K Buy
2024
Q2
$286K Hold
2024
Q1
$297K Hold
2023
Q4
$271K Buy