Acorn Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Acorn Wealth Advisors’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	$1.96M	Buy	3,171 +1,365	+76%	+$865K	0.57%	42
2025 Q4	$1.09M	Sell	1,806 -391	-18%	-$234K	0.32%	66
2025 Q3	$1.31M	Buy	2,197 +549	+33%	+$322K	0.41%	61
2025 Q2	$934K	Buy	1,648 +82	+5%	+$44K	0.35%	69
2025 Q1	$836K	Sell	1,566 -5	-0.3%	-$2.84K	0.35%	64
2024 Q4	$895K	Sell	1,571 -1	-0.1%	-$586	0.37%	58
2024 Q3	$896K	Sell	1,572 -137	-8%	-$75.5K	0.38%	53
2024 Q2	$914K	Buy	1,709 +145	+9%	+$78K	0.45%	45
2024 Q1	$870K	Buy	1,564 +185	+13%	+$95.8K	0.45%	47
2023 Q4	$700K	Buy	1,379 +30	+2%	+$13.9K	0.41%	55
2023 Q3	$616K	Sell	1,349 -156	-10%	-$74.8K	0.41%	55
2023 Q2	$721K	Sell	1,505 -20	-1%	-$9.11K	0.49%	45
2023 Q1	$699K	Sell	1,525 -34	-2%	-$15.8K	0.52%	43
2022 Q4	$691K	Sell	1,559 -4	-0.3%	-$1.77K	0.53%	42
2022 Q3	$628K	Buy	1,563 +39	+3%	+$17.2K	0.51%	44
2022 Q2	$630K	Sell	1,524 -64	-4%	-$28.9K	0.5%	43
2022 Q1	$779K	Buy	1,588 +12	+0.8%	+$5.84K	0.54%	39
2021 Q4	$816K	Buy	1,576 +43	+3%	+$21.9K	0.52%	45
2021 Q3	$737K	Sell	1,533 -20	-1%	-$9.82K	0.52%	46
2021 Q2	$762K	Buy	1,553 +42	+3%	+$20.7K	0.53%	46
2021 Q1	$719K	Sell	1,511 -15	-1%	-$6.84K	0.52%	48
2020 Q4	$641K	Sell	1,526 -142	-9%	-$54.7K	0.5%	47
2020 Q3	$565K	Sell	1,668 -5	-0.3%	-$1.71K	0.5%	46
2020 Q2	$543K	Sell	1,673 -197	-11%	-$59.7K	0.51%	45
2020 Q1	$486K	Sell	1,870 -567	-23%	-$192K	0.54%	44
2019 Q4	$910K	Sell	2,437 -29	-1%	-$10.5K	0.77%	28
2019 Q3	$893K	Buy	2,466 +10	+0.4%	+$3.5K	0.77%	28
2019 Q2	$851K	Sell	2,456 -288	-10%	-$101K	0.78%	29
2019 Q1	$981K	Sell	2,744 -41	-1%	-$13.8K	0.89%	23
2018 Q4	$881K	Sell	2,785 -75	-3%	-$25K	0.9%	24
2018 Q3	$968K	Sell	2,860 -10	-0.3%	-$3.66K	0.96%	24
2018 Q2	$1.02M	Buy	2,870 +198	+7%	+$69.6K	0.87%	24
2018 Q1	$919K	Buy	2,672 +279	+12%	+$97.1K	0.8%	24
2017 Q4	$841K	Buy	+2,393	New	+$806K	0.77%	23