Kathryn A. Hall’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-430
| Closed | -$245K | – | 38 |
|
|
2024
Q3 | $245K | Hold |
430
| – | – | 0.05% | 47 |
|
|
2024
Q2 | $230K | Hold |
430
| – | – | 0.05% | 49 |
|
|
2024
Q1 | $239K | Sell |
430
-215
| -33% | -$120K | 0.06% | 50 |
|
|
2023
Q4 | $327K | Hold |
645
| – | – | 0.09% | 48 |
|
|
2023
Q3 | $295K | Hold |
645
| – | – | 0.1% | 48 |
|
|
2023
Q2 | $309K | Hold |
645
| – | – | 0.1% | 48 |
|
|
2023
Q1 | $296K | Hold |
645
| – | – | 0.09% | 57 |
|
|
2022
Q4 | $286K | Hold |
645
| – | – | 0.12% | 48 |
|
|
2022
Q3 | $258K | Hold |
645
| – | – | 0.11% | 49 |
|
|
2022
Q2 | $267K | Hold |
645
| – | – | 0.1% | 48 |
|
|
2022
Q1 | $315K | Hold |
645
| – | – | 0.1% | 49 |
|
|
2021
Q4 | $333K | Hold |
645
| – | – | 0.08% | 51 |
|
|
2021
Q3 | $310K | Sell |
645
-2,053
| -76% | -$987K | 0.09% | 50 |
|
|
2021
Q2 | $1.33M | Hold |
2,698
| – | – | 0.42% | 36 |
|
|
2021
Q1 | $1.28M | Hold |
2,698
| – | – | 0.42% | 35 |
|
|
2020
Q4 | $1.13M | Hold |
2,698
| – | – | 0.4% | 38 |
|
|
2020
Q3 | $914K | Buy |
+2,698
| New | +$914K | 0.43% | 31 |
|