Winthrop Advisory Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Winthrop Advisory Group’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
2026 Q1	$2.76M	Sell	4,457 -6	-0.1%	-$3.8K	0.23%	51
2025 Q4	$2.7M	Sell	4,463 -23	-0.5%	-$13.8K	0.23%	49
2025 Q3	$2.68M	Sell	4,486 -85	-2%	-$49.9K	0.23%	48
2025 Q2	$2.6M	Sell	4,571 -140	-3%	-$75.1K	0.25%	46
2025 Q1	$2.52M	Hold	4,711	–	–	0.3%	39
2024 Q4	$2.68M	Buy	4,711 +4	+0.1%	+$2.35K	0.32%	40
2024 Q3	$2.69M	Buy	4,707 +387	+9%	+$213K	0.33%	36
2024 Q2	$2.41M	Hold	4,320	–	–	0.33%	39
2024 Q1	$2.41M	Sell	4,320 -625	-13%	-$324K	0.35%	37
2023 Q4	$2.51M	Hold	4,945	–	–	0.39%	32
2023 Q3	$2.27M	Sell	4,945 -49	-1%	-$23.5K	0.37%	31
2023 Q2	$2.4M	Sell	4,994 -26	-0.5%	-$11.8K	0.38%	30
2023 Q1	$2.31M	Sell	5,020 -10	-0.2%	-$4.66K	0.41%	30
2022 Q4	$2.24M	Buy	5,030 +21	+0.4%	+$9.29K	0.43%	31
2022 Q3	$2.03M	Sell	5,009 -3	-0.1%	-$1.32K	0.43%	28
2022 Q2	$2.08M	Hold	5,012	–	–	0.49%	27
2022 Q1	$2.47M	Sell	5,012 -413	-8%	-$201K	0.51%	25
2021 Q4	$2.82M	Sell	5,425 -29	-0.5%	-$14.8K	0.57%	23
2021 Q3	$2.63M	Buy	5,454 +55	+1%	+$27K	0.59%	23
2021 Q2	$2.65M	Sell	5,399 -77	-1%	-$38K	0.6%	21
2021 Q1	$2.61M	Hold	5,476	–	–	0.64%	21
2020 Q4	$2.3M	Sell	5,476 -24	-0.4%	-$9.24K	0.6%	23
2020 Q3	$1.88M	Sell	5,500 -10	-0.2%	-$3.41K	0.58%	20
2020 Q2	$1.78M	Buy	5,510 +4	+0.1%	+$1.21K	0.63%	20
2020 Q1	$1.45M	Sell	5,506 -2,267	-29%	-$769K	0.58%	22
2019 Q4	$2.92M	Buy	7,773 +5	+0.1%	+$1.81K	1.05%	14
2019 Q3	$2.74M	Buy	7,768 +51	+0.7%	+$17.9K	1.08%	14
2019 Q2	$2.74M	Sell	7,717 -354	-4%	-$124K	1.15%	15
2019 Q1	$2.81M	Buy	8,071 +528	+7%	+$178K	1.24%	14
2018 Q4	$2.28M	Buy	7,543 +1,641	+28%	+$546K	1.16%	15
2018 Q3	$2.17M	Buy	5,902 +56	+1%	+$20.5K	1.22%	12
2018 Q2	$2.08M	Buy	5,846 +117	+2%	+$41.1K	1.36%	10
2018 Q1	$1.97M	Sell	5,729 -29	-0.5%	-$10.1K	1.38%	10
2017 Q4	$2.02M	Buy	+5,758	New	+$1.94M	1.44%	10