CWMK
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Caliber Wealth Management (Kansas)’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Caliber Wealth Management (Kansas)’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 		$2.41M Sell
4,258
-350
-8% -$198K 0.26% 84
2025
Q1 		$2.46M Buy
+4,608
New +$2.46M 0.34% 76