River Street Advisors’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
2026 Q1	$677K	Buy	1,098 +35	+3%	+$22.2K	0.23%	91
2025 Q4	$641K	Sell	1,063 -6	-0.6%	-$3.59K	0.24%	92
2025 Q3	$637K	Sell	1,069 -22	-2%	-$12.9K	0.25%	92
2025 Q2	$618K	Buy	1,091 +330	+43%	+$177K	0.27%	92
2025 Q1	$406K	Sell	761 -57	-7%	-$32.4K	0.2%	102
2024 Q4	$466K	Buy	818 +31	+4%	+$18.2K	0.24%	94
2024 Q3	$448K	Hold	787	–	–	0.24%	104
2024 Q2	$421K	Buy	787 +425	+117%	+$229K	0.26%	101
2024 Q1	$201K	Sell	362 -248	-41%	-$128K	0.14%	125
2023 Q4	$310K	Buy	610 +1	+0.2%	+$464	0.25%	95
2023 Q3	$278K	Hold	609	–	–	0.26%	94
2023 Q2	$291K	Buy	609 +1	+0.2%	+$455	0.28%	93
2023 Q1	$279K	Hold	608	–	–	0.27%	96
2022 Q4	$269K	Buy	+608	New	+$269K	0.29%	94