Gries Financial’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
2025 Q3	$6.11M	Sell	10,243 -51	-0.5%	-$29.9K	0.96%	17
2025 Q2	$5.83M	Sell	10,294 -1	-0%	-$537	1.06%	14
2025 Q1	$5.49M	Buy	10,295 +22	+0.2%	+$12.5K	1.06%	12
2024 Q4	$5.85M	Sell	10,273 -77	-0.7%	-$45.1K	1.04%	17
2024 Q3	$5.9M	Buy	10,350 +120	+1%	+$66.1K	1.1%	15
2024 Q2	$5.47M	Sell	10,230 -14	-0.1%	-$7.53K	1.13%	12
2024 Q1	$5.7M	Sell	10,244 -60	-0.6%	-$31.1K	0.95%	16
2023 Q4	$5.23M	Sell	10,304 -15	-0.1%	-$6.96K	1.15%	14
2023 Q3	$4.71M	Buy	10,319 +24	+0.2%	+$11.5K	1.27%	12
2023 Q2	$4.93M	Buy	10,295 +42	+0.4%	+$19.1K	1.36%	12
2023 Q1	$4.7M	Sell	10,253 -48	-0.5%	-$22.4K	1.39%	11
2022 Q4	$4.56M	Buy	10,301 +161	+2%	+$71.2K	1.51%	9
2022 Q3	$4.07M	Sell	10,140 -27	-0.3%	-$11.9K	1.72%	7
2022 Q2	$4.2M	Buy	10,167 +26	+0.3%	+$11.7K	2%	5
2022 Q1	$4.97M	Buy	10,141 +22	+0.2%	+$10.7K	1.83%	5
2021 Q4	$5.24M	Buy	10,119 +209	+2%	+$106K	2.14%	5
2021 Q3	$4.76M	Buy	+9,910	New	+$4.87M	1.5%	8