Means Investment Company’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
Q2
$8.16M Sell
2025
Q1
$7.83M Buy
2024
Q4
$8.24M Sell
2024
Q3
$8.27M Sell
2024
Q2
$7.9M Sell
2024
Q1
$10.4M Sell
2023
Q4
$12.4M Sell
2023
Q3
$12.7M Sell
2023
Q2
$16.6M Sell
2023
Q1
$16.6M Buy
2022
Q4
$2.42M Buy
2022
Q3
$710K Sell
2022
Q2
$851K Buy
2022
Q1
$987K Buy
2021
Q4
$867K Buy
2021
Q3
$711K Buy
2021
Q2
$614K Buy
2021
Q1
$237K Buy
2020
Q4
$226K Buy