SevenBridge Financial Group’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
2025 Q2	$534K	Hold	917	–	–	0.09%	144
2025 Q1	$511K	Hold	917	–	–	0.1%	147
2024 Q4	$535K	Hold	917	–	–	0.1%	138
2024 Q3	$557K	Hold	917	–	–	0.11%	132
2024 Q2	$485K	Hold	917	–	–	0.11%	135
2024 Q1	$491K	Hold	917	–	–	0.11%	129
2023 Q4	$465K	Hold	917	–	–	0.11%	132
2023 Q3	$419K	Hold	917	–	–	0.11%	132
2023 Q2	$439K	Hold	917	–	–	0.11%	128
2023 Q1	$420K	Hold	917	–	–	0.12%	130
2022 Q4	$406K	Hold	917	–	–	0.12%	132
2022 Q3	$368K	Hold	917	–	–	0.12%	124
2022 Q2	$379K	Hold	917	–	–	0.15%	102
2022 Q1	$450K	Sell	917 -300	-25%	-$147K	0.16%	105
2021 Q4	$630K	Hold	1,217	–	–	0.19%	101
2021 Q3	$585K	Hold	1,217	–	–	0.2%	100
2021 Q2	$598K	Hold	1,217	–	–	0.2%	100
2021 Q1	$579K	Hold	1,217	–	–	0.21%	98
2020 Q4	$511K	Hold	1,217	–	–	0.2%	99
2020 Q3	$412K	Hold	1,217	–	–	0.19%	96
2020 Q2	$395K	Hold	1,217	–	–	0.2%	95
2020 Q1	$320K	Hold	1,217	–	–	0.19%	95
2019 Q4	$457K	Hold	1,217	–	–	0.12%	94
2019 Q3	$429K	Hold	1,217	–	–	0.23%	91
2019 Q2	$432K	Buy	1,217 +300	+33%	+$106K	0.15%	87
2019 Q1	$317K	Hold	917	–	–	0.12%	94
2018 Q4	$278K	Hold	917	–	–	0.17%	92
2018 Q3	$337K	Hold	917	–	–	0.18%	94
2018 Q2	$326K	Hold	917	–	–	0.18%	98
2018 Q1	$313K	Hold	917	–	–	0.18%	103
2017 Q4	$317K	Hold	917	–	–	0.18%	107
2017 Q3	$299K	Hold	917	–	–	0.17%	112
2017 Q2	$292K	Hold	917	–	–	0.18%	107
2017 Q1	$284K	Hold	917	–	–	0.19%	104
2016 Q4	$254K	Hold	917	–	–	0.18%	113
2016 Q3	$254K	Hold	917	–	–	0.19%	113
2016 Q2	$250K	Buy	+917	New	+$250K	0.18%	113