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Seven Post Investment Office’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Seven Post Investment Office’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,021
Closed -$466K – 54
2023
Q3 		$466K Hold
1,021
– – 0.13% 40
2023
Q2 		$489K Hold
1,021
– – 0.15% 39
2023
Q1 		$468K Hold
1,021
– – 0.17% 33
2022
Q4 		$452K Hold
1,021
– – 0.16% 37
2022
Q3 		$410K Buy
+1,021
New +$451K 0.16% 35

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