HM Payson & Co’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
Q3 | $831K | Buy |
|
|||||
|
2025
Q2 | $696K | Hold |
|
|||||
|
2025
Q1 | $655K | Hold |
|
|||||
|
2024
Q4 | $699K | Sell |
|
|||||
|
2024
Q3 | $782K | Sell |
|
|||||
|
2024
Q2 | $828K | Sell |
|
|||||
|
2024
Q1 | $931K | Sell |
|
|||||
|
2023
Q4 | $863K | Sell |
|
|||||
|
2023
Q3 | $983K | Hold |
|
|||||
|
2023
Q2 | $1.03M | Sell |
|
|||||
|
2023
Q1 | $1.01M | Buy |
|
|||||
|
2022
Q4 | $904K | Hold |
|
|||||
|
2022
Q3 | $820K | Hold |
|
|||||
|
2022
Q2 | $844K | Hold |
|
|||||
|
2022
Q1 | $1M | Hold |
|
|||||
|
2021
Q4 | $1.06M | Buy |
|
|||||
|
2021
Q3 | $862K | Hold |
|
|||||
|
2021
Q2 | $880K | Sell |
|
|||||
|
2021
Q1 | $898K | Sell |
|
|||||
|
2020
Q4 | $807K | Buy |
|
|||||
|
2020
Q3 | $637K | Sell |
|
|||||
|
2020
Q2 | $812K | Sell |
|
|||||
|
2020
Q1 | $749K | Buy |
|
|||||
|
2019
Q4 | $1.04M | Sell |
|
|||||
|
2019
Q3 | $993K | Sell |
|
|||||
|
2019
Q2 | $1.08M | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $2K | Sell |
|
|||||
|
2018
Q3 | $573K | Sell |
|
|||||
|
2018
Q2 | $721K | Buy |
|
|||||
|
2018
Q1 | $280K | Sell |
|
|||||
|
2017
Q4 | $323K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $1.64M | Sell |
|
|||||
|
2017
Q1 | $2.11M | Buy |
|
|||||
|
2016
Q4 | $264K | Buy |
|