BWM
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Bernard Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bernard Wealth Management’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$103K Sell
181
-100
-36% -$56.6K 0.05% 88
2025
Q1 		$150K Hold
281
– – 0.07% 68
2024
Q4 		$160K Buy
+281
New +$160K 0.08% 61