GIM
Grassi Investment Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
404
| – | – | 0.02% | 120 |
|
|
2025
Q1 | $215K | Buy |
404
+1
| +0.2% | +$532 | 0.02% | 116 |
|
|
2024
Q4 | $229K | Buy |
403
+1
| +0.2% | +$568 | 0.02% | 117 |
|
|
2024
Q3 | $229K | Buy |
402
+1
| +0.2% | +$570 | 0.02% | 118 |
|
|
2024
Q2 | $215K | Hold |
401
| – | – | 0.02% | 122 |
|
|
2024
Q1 | $223K | Buy |
401
+1
| +0.3% | +$556 | 0.02% | 115 |
|
|
2023
Q4 | $203K | Buy |
+400
| New | +$203K | 0.02% | 118 |
|
|
2022
Q1 | – | Sell |
-394
| Closed | -$204K | – | 143 |
|
|
2021
Q4 | $204K | Buy |
+394
| New | +$204K | 0.02% | 140 |
|