Grassi Investment 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
Q2
$229K Hold
2025
Q1
$215K Buy
2024
Q4
$229K Buy
2024
Q3
$229K Buy
2024
Q2
$215K Hold
2024
Q1
$223K Buy
2023
Q4
$203K Buy
2022
Q1
Sell
2021
Q4
$204K Buy