Alpha Cubed Investments’s State Street 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	–	Sell	-460	Closed	-$245K	–	306
2025 Q1	$245K	Buy	460 +1	+0.2%	+$568	0.01%	246
2024 Q4	$261K	Buy	+459	New	+$269K	0.01%	215
2021 Q1	–	Sell	-566	Closed	-$238K	–	269
2020 Q4	$238K	Buy	+566	New	+$218K	0.02%	221
2020 Q3	–	Sell	-658	Closed	-$214K	–	237
2020 Q2	$214K	Sell	658 -1,166	-64%	-$354K	0.02%	196
2020 Q1	$479K	Buy	1,824 +315	+21%	+$107K	0.06%	127
2019 Q4	$566K	Sell	1,509 -305	-17%	-$110K	0.06%	132
2019 Q3	$639K	Sell	1,814 -116	-6%	-$40.6K	0.07%	118
2019 Q2	$684K	Buy	1,930 +1,076	+126%	+$376K	0.08%	114
2019 Q1	$295K	Buy	854 +56	+7%	+$18.8K	0.04%	178
2018 Q4	$241K	Sell	798 -158	-17%	-$52.6K	0.04%	180
2018 Q3	$326K	Buy	956 +160	+20%	+$58.6K	0.04%	224
2018 Q2	$283K	Buy	796 +29	+4%	+$10.2K	0.04%	173
2018 Q1	$262K	Buy	767 +1	+0.1%	+$348	0.03%	185
2017 Q4	$265K	Sell	766 -19	-2%	-$6.4K	0.03%	193
2017 Q3	$256K	Hold	785	–	–	0.04%	184
2017 Q2	$249K	Buy	+785	New	+$247K	0.04%	170