Glassman Wealth Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Glassman Wealth Services’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13M	Buy	1,836 +97	+6%	+$61.5K	0.15%	21
2025 Q4	$1.05M	Sell	1,739 -69	-4%	-$41.3K	0.14%	21
2025 Q3	$1.08M	Sell	1,808 -50	-3%	-$29.3K	0.15%	22
2025 Q2	$1.05M	Sell	1,858 -97	-5%	-$52.1K	0.16%	23
2025 Q1	$1.04M	Hold	1,955	–	–	0.17%	21
2024 Q4	$1.11M	Hold	1,955	–	–	0.19%	21
2024 Q3	$1.11M	Hold	1,955	–	–	0.19%	20
2024 Q2	$1.05M	Sell	1,955 -94	-5%	-$50.5K	0.19%	20
2024 Q1	$1.14M	Hold	2,049	–	–	0.23%	19
2023 Q4	$1.04M	Hold	2,049	–	–	0.15%	49
2023 Q3	$936K	Hold	2,049	–	–	0.15%	45
2023 Q2	$981K	Hold	2,049	–	–	0.16%	44
2023 Q1	$939K	Hold	2,049	–	–	0.16%	39
2022 Q4	$907K	Hold	2,049	–	–	0.17%	44
2022 Q3	$823K	Hold	2,049	–	–	0.17%	41
2022 Q2	$847K	Hold	2,049	–	–	0.17%	46
2022 Q1	$1M	Sell	2,049 -207	-9%	-$101K	0.18%	40
2021 Q4	$1.17M	Hold	2,256	–	–	0.21%	36
2021 Q3	$1.08M	Hold	2,256	–	–	0.23%	41
2021 Q2	$1.11M	Hold	2,256	–	–	0.23%	36
2021 Q1	$1.07M	Hold	2,256	–	–	0.23%	41
2020 Q4	$947K	Hold	2,256	–	–	0.22%	46
2020 Q3	$764K	Hold	2,256	–	–	0.21%	49
2020 Q2	$732K	Sell	2,256 -48	-2%	-$14.6K	0.23%	44
2020 Q1	$606K	Sell	2,304 -84	-4%	-$28.5K	0.23%	43
2019 Q4	$896K	Buy	2,388 +295	+14%	+$107K	0.34%	36
2019 Q3	$738K	Sell	2,093 -135	-6%	-$47.3K	0.3%	43
2019 Q2	$790K	Buy	2,228 +648	+41%	+$226K	0.32%	41
2019 Q1	$546K	Hold	1,580	–	–	0.24%	51
2018 Q4	$478K	Hold	1,580	–	–	0.26%	50
2018 Q3	$581K	Hold	1,580	–	–	0.27%	48
2018 Q2	$561K	Buy	1,580 +210	+15%	+$73.8K	0.28%	42
2018 Q1	$468K	Hold	1,370	–	–	0.29%	42
2017 Q4	$473K	Hold	1,370	–	–	0.29%	38
2017 Q3	$447K	Sell	1,370 -180	-12%	-$57.2K	0.29%	40
2017 Q2	$492K	Buy	+1,550	New	+$488K	0.32%	38
2017 Q1	–	Sell	-694	Closed	-$209K	–	647
2016 Q4	$209K	Buy	+694	New	+$201K	0.15%	77