SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

Caldwell Trust Co's Holding History (CIK: 0002080218)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 20,814 Value ($000) $12,557 Avg Close — Range —
Q3 2025
Shares 21,099 Value ($000) $12,576 Avg Close — Range —
Q2 2025
Shares 21,670 Value ($000) $12,276 Avg Close — Range —
Q1 2025
Shares 22,252 Value ($000) $11,871 Avg Close — Range —
Q4 2024
Shares 22,586 Value ($000) $12,865 Avg Close — Range —
Q3 2024
Shares 22,875 Value ($000) $13,031 Avg Close — Range —
Q2 2024
Shares 23,310 Value ($000) $12,473 Avg Close — Range —
Q1 2024
Shares 23,920 Value ($000) $13,309 Avg Close — Range —
Q4 2023
Shares 24,479 Value ($000) $12,420 Avg Close — Range —
Q3 2023
Shares 24,713 Value ($000) $11,285 Avg Close — Range —
Q2 2023
Shares 24,329 Value ($000) $11,651 Avg Close — Range —
Q1 2023
Shares 25,080 Value ($000) $11,497 Avg Close — Range —
Q4 2022
Shares 25,515 Value ($000) $11,298 Avg Close — Range —
Q3 2022
Shares 25,290 Value ($000) $10,158 Avg Close — Range —
Q2 2022
Shares 25,769 Value ($000) $10,655 Avg Close — Range —
Q1 2022
Shares 26,387 Value ($000) $12,942 Avg Close — Range —
Q4 2021
Shares 26,837 Value ($000) $13,893 Avg Close — Range —
Q3 2021
Shares 27,189 Value ($000) $13,075 Avg Close — Range —
Q2 2021
Shares 27,477 Value ($000) $13,491 Avg Close — Range —
Q1 2021
Shares 27,726 Value ($000) $13,199 Avg Close — Range —
Q4 2020
Shares 28,032 Value ($000) $11,771 Avg Close — Range —
Q3 2020
Shares 28,765 Value ($000) $9,746 Avg Close — Range —
Q2 2020
Shares 34,349 Value ($000) $11,146 Avg Close — Range —
Q1 2020
Shares 37,178 Value ($000) $9,773 Avg Close — Range —
Q4 2019
Shares 38,415 Value ($000) $14,420 Avg Close — Range —