Atria Wealth Solutions’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	$6.61M	Sell	11,640 -5,444	-32%	-$2.92M	0.15%	157
2025 Q1	$9.13M	Sell	17,084 -11,021	-39%	-$6.26M	0.11%	199
2024 Q4	$16.1M	Sell	28,105 -413	-1%	-$242K	0.18%	116
2024 Q3	$16.3M	Sell	28,518 -467	-2%	-$257K	0.18%	124
2024 Q2	$15.6M	Buy	28,985 +6,766	+30%	+$3.64M	0.17%	122
2024 Q1	$12.4M	Buy	22,219 +4,850	+28%	+$2.51M	0.14%	158
2023 Q4	$8.84M	Buy	17,369 +621	+4%	+$288K	0.11%	187
2023 Q3	$7.67M	Buy	16,748 +1,102	+7%	+$528K	0.11%	192
2023 Q2	$7.51M	Buy	15,646 +458	+3%	+$209K	0.1%	194
2023 Q1	$6.98M	Buy	15,188 +416	+3%	+$194K	0.1%	192
2022 Q4	$6.56M	Buy	14,772 +669	+5%	+$296K	0.11%	207
2022 Q3	$5.69M	Buy	14,103 +504	+4%	+$223K	0.1%	207
2022 Q2	$5.64M	Buy	13,599 +2,541	+23%	+$1.15M	0.11%	211
2022 Q1	$5.43M	Buy	+11,058	New	+$5.38M	0.09%	233