David Katz - Matrix Asset Advisors
Holding/activity history for SPDR S&P Midcap 400 ETF Trst (MDY)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 6,514 | 0.41 | Add 23.70% | 0.08 | $569.70 |
| 2024 Q2 | 5,266 | 0.34 | Reduce 0.17% | 0.00 | $535.13 |
| 2024 Q1 | 5,275 | 0.35 | Reduce 4.07% | 0.01 | $556.40 |
| 2023 Q4 | 5,499 | 0.36 | Reduce 0.29% | 0.00 | $507.36 |
| 2023 Q3 | 5,515 | 0.36 | Reduce 2.04% | 0.01 | $456.57 |
| 2023 Q2 | 5,630 | 0.37 | Reduce 0.11% | 0.00 | $478.86 |
| 2023 Q1 | 5,636 | 0.37 | Add 0.68% | 0.00 | $458.48 |
| 2022 Q4 | 5,598 | 0.37 | Reduce 2.90% | 0.01 | $442.84 |
| 2022 Q3 | 5,765 | 0.38 | Reduce 0.71% | 0.00 | $401.73 |
| 2022 Q2 | 5,806 | 0.37 | Add 0.47% | 0.00 | $413.54 |
| 2022 Q1 | 5,779 | 0.38 | Add 4.30% | 0.02 | $490.57 |
| 2021 Q4 | 5,541 | 0.37 | Add 1.71% | 0.01 | $517.60 |
| 2021 Q3 | 5,448 | 0.37 | Add 3.01% | 0.01 | $480.91 |
| 2021 Q2 | 5,289 | 0.37 | Add 2.01% | 0.01 | $491.02 |
| 2021 Q1 | 5,185 | 0.37 | Buy | 0.37 | $475.99 |