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Grimes & Company’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
$819K Sell
1,445
-4
-0.3% -$2.27K 0.02% 223
2025
Q1
$773K Buy
1,449
+4
+0.3% +$2.13K 0.02% 203
2024
Q4
$823K Buy
1,445
+3
+0.2% +$1.71K 0.02% 208
2024
Q3
$821K Buy
1,442
+4
+0.3% +$2.28K 0.02% 197
2024
Q2
$769K Buy
1,438
+39
+3% +$20.9K 0.02% 189
2024
Q1
$779K Buy
1,399
+5
+0.4% +$2.78K 0.02% 193
2023
Q4
$707K Buy
1,394
+5
+0.4% +$2.54K 0.02% 193
2023
Q3
$634K Hold
1,389
0.02% 187
2023
Q2
$665K Hold
1,389
0.02% 184
2023
Q1
$637K Sell
1,389
-22
-2% -$10.1K 0.03% 181
2022
Q4
$625K Hold
1,411
0.03% 186
2022
Q3
$567K Hold
1,411
0.03% 176
2022
Q2
$583K Hold
1,411
0.03% 179
2022
Q1
$692K Sell
1,411
-25
-2% -$12.3K 0.04% 181
2021
Q4
$743K Buy
1,436
+2
+0.1% +$1.04K 0.03% 178
2021
Q3
$690K Sell
1,434
-30
-2% -$14.4K 0.03% 179
2021
Q2
$719K Hold
1,464
0.03% 177
2021
Q1
$697K Hold
1,464
0.03% 170
2020
Q4
$615K Sell
1,464
-157
-10% -$66K 0.03% 176
2020
Q3
$549K Sell
1,621
-39
-2% -$13.2K 0.04% 176
2020
Q2
$539K Sell
1,660
-10
-0.6% -$3.25K 0.04% 170
2020
Q1
$439K Sell
1,670
-408
-20% -$107K 0.04% 170
2019
Q4
$780K Buy
2,078
+190
+10% +$71.3K 0.05% 152
2019
Q3
$665K Hold
1,888
0.05% 157
2019
Q2
$669K Hold
1,888
0.05% 152
2019
Q1
$652K Hold
1,888
0.05% 144
2018
Q4
$571K Sell
1,888
-657
-26% -$199K 0.06% 140
2018
Q3
$935K Buy
2,545
+450
+21% +$165K 0.07% 122
2018
Q2
$744K Sell
2,095
-18
-0.9% -$6.39K 0.07% 133
2018
Q1
$722K Sell
2,113
-43
-2% -$14.7K 0.07% 127
2017
Q4
$745K Sell
2,156
-143
-6% -$49.4K 0.07% 121
2017
Q3
$750K Hold
2,299
0.08% 115
2017
Q2
$730K Hold
2,299
0.08% 116
2017
Q1
$718K Hold
2,299
0.08% 117
2016
Q4
$694K Hold
2,299
0.08% 116
2016
Q3
$649K Hold
2,299
0.09% 119
2016
Q2
$626K Hold
2,299
0.08% 119
2016
Q1
$604K Sell
2,299
-48
-2% -$12.6K 0.08% 112
2015
Q4
$596K Buy
2,347
+1,537
+190% +$390K 0.08% 112
2015
Q3
$202K Sell
810
-375
-32% -$93.5K 0.03% 177
2015
Q2
$324K Buy
+1,185
New +$324K 0.05% 138