Burling Wealth Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Hold
1,979
0.21% 91
2025
Q1
$1.06M Hold
1,979
0.22% 92
2024
Q4
$1.13M Buy
+1,979
New +$1.13M 0.23% 92