Litman Gregory Wealth Management’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 Q4	$514K	Hold	852	–	–	0.04%	98
2025 Q3	$508K	Hold	852	–	–	0.04%	97
2025 Q2	$483K	Hold	852	–	–	0.04%	94
2025 Q1	$455K	Hold	852	–	–	0.04%	96
2024 Q4	$485K	Sell	852 -5	-0.6%	-$2.93K	0.04%	87
2024 Q3	$488K	Hold	857	–	–	0.04%	91
2024 Q2	$459K	Hold	857	–	–	0.04%	90
2024 Q1	$477K	Buy	+857	New	+$444K	0.04%	86
2019 Q4	–	Sell	-158	Closed	-$56K	–	245
2019 Q3	$56K	Hold	158	–	–	0.01%	74
2019 Q2	$56K	Hold	158	–	–	0.01%	85
2019 Q1	$55K	Hold	158	–	–	0.02%	67
2018 Q4	$48K	Sell	158 -9	-5%	-$3K	0.01%	74
2018 Q3	$61K	Hold	167	–	–	0.02%	57
2018 Q2	$59K	Sell	167 -25	-13%	-$8.79K	0.02%	52
2018 Q1	$66K	Buy	192 +25	+15%	+$8.7K	0.03%	77
2017 Q4	$58	Hold	167	–	–	0.02%	49
2017 Q3	$54K	Buy	+167	New	+$53.1K	0.03%	50