Evermay Wealth Management’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	$142K	Hold	250	–	–	0.02%	231
2025 Q1	$134K	Hold	250	–	–	0.02%	229
2024 Q4	$143K	Hold	250	–	–	0.02%	221
2024 Q3	$143K	Hold	250	–	–	0.02%	231
2024 Q2	$134K	Hold	250	–	–	0.02%	234
2024 Q1	$139K	Hold	250	–	–	0.02%	234
2023 Q4	$127K	Hold	250	–	–	0.02%	220
2023 Q3	$115K	Hold	250	–	–	0.02%	221
2023 Q2	$120K	Hold	250	–	–	0.02%	224
2023 Q1	$115K	Hold	250	–	–	0.02%	222
2022 Q4	$111K	Hold	250	–	–	0.02%	214
2022 Q3	$101K	Hold	250	–	–	0.02%	211
2022 Q2	$104K	Hold	250	–	–	0.02%	215
2022 Q1	$123K	Hold	250	–	–	0.02%	236
2021 Q4	$129K	Hold	250	–	–	0.02%	203
2021 Q3	$120K	Hold	250	–	–	0.02%	203
2021 Q2	$123K	Buy	+250	New	+$123K	0.02%	208
2019 Q4	–	Sell	-1,274	Closed	-$449K	–	167
2019 Q3	$449K	Hold	1,274	–	–	0.12%	85
2019 Q2	$452K	Hold	1,274	–	–	0.13%	83
2019 Q1	$440K	Hold	1,274	–	–	0.12%	83
2018 Q4	$386K	Hold	1,274	–	–	0.13%	82
2018 Q3	$468K	Hold	1,274	–	–	0.15%	76
2018 Q2	$452K	Hold	1,274	–	–	0.15%	80
2018 Q1	$435K	Hold	1,274	–	–	0.15%	78
2017 Q4	$440K	Hold	1,274	–	–	0.16%	72
2017 Q3	$416K	Hold	1,274	–	–	0.18%	52
2017 Q2	$405K	Hold	1,274	–	–	0.18%	46
2017 Q1	$398K	Sell	1,274 -5	-0.4%	-$1.56K	0.18%	48
2016 Q4	$386K	Hold	1,279	–	–	0.19%	42
2016 Q3	$361K	Hold	1,279	–	–	0.18%	43
2016 Q2	$348K	Hold	1,279	–	–	0.18%	47
2016 Q1	$336K	Hold	1,279	–	–	0.19%	47
2015 Q4	$325K	Hold	1,279	–	–	0.19%	46
2015 Q3	$318K	Hold	1,279	–	–	0.19%	57
2015 Q2	$349K	Hold	1,279	–	–	0.21%	51
2015 Q1	$355K	Hold	1,279	–	–	0.21%	50
2014 Q4	$338K	Hold	1,279	–	–	0.22%	60
2014 Q3	$319K	Hold	1,279	–	–	0.27%	58
2014 Q2	$333K	Hold	1,279	–	–	0.29%	56
2014 Q1	$320K	Buy	+1,279	New	+$320K	0.34%	46