Trillium Asset Management’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 | $521K | Hold |
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|
2025
Q1 | $491K | Hold |
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|
2024
Q4 | $524K | Hold |
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|
2024
Q3 | $524K | Hold |
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|
2024
Q2 | $492K | Hold |
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|
2024
Q1 | $512K | Hold |
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|
2023
Q4 | $467K | Hold |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $445K | Hold |
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|
2023
Q1 | $423K | Buy |
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|
2022
Q4 | $407K | Hold |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $380K | Hold |
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|
2022
Q1 | $451K | Sell |
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|
2021
Q4 | $573K | Hold |
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|
2021
Q3 | $532K | Sell |
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|
2021
Q2 | $552K | Hold |
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|
2021
Q1 | $535K | Buy |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $337K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $257K | Hold |
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|
2018
Q2 | $249K | Hold |
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|
2018
Q1 | $239K | Buy |
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