Financial & Tax Architects’s State Street 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
2026 Q1	$4.74M	Buy	+7,690	New	+$4.87M	1.06%	34
2025 Q2	–	Sell	-18,520	Closed	-$9.88M	–	107
2025 Q1	$9.88M	Buy	+18,520	New	+$10.5M	2.48%	10
2024 Q2	–	Sell	-16,163	Closed	-$8.99M	–	89
2024 Q1	$8.99M	Buy	16,163 +15,573	+2,639%	+$8.07M	2.47%	11
2023 Q4	$299K	Buy	+590	New	+$274K	0.09%	75
2023 Q2	–	Sell	-14,390	Closed	-$6.6M	–	81
2023 Q1	$6.6M	Sell	14,390 -574	-4%	-$268K	2.17%	10
2022 Q4	$6.98M	Buy	+14,964	New	+$6.62M	2.38%	8
2022 Q2	–	Sell	-18,919	Closed	-$9.28M	–	91
2022 Q1	$9.28M	Buy	18,919 +17,039	+906%	+$8.29M	3.5%	5
2021 Q4	$973K	Buy	+1,880	New	+$956K	0.4%	64
2021 Q3	–	Sell	-2,112	Closed	-$1.04M	–	105
2021 Q2	$1.04M	Sell	2,112 -19,136	-90%	-$9.44M	0.51%	48
2021 Q1	$10.1M	Buy	+21,248	New	+$9.69M	5.67%	2