Cassaday & Co Wealth Management’s 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
Q3
$1.13M Hold
2025
Q2
$1.07M Sell
2025
Q1
$1.04M Buy
2024
Q4
$1.09M Hold
2024
Q3
$1.09M Buy
2024
Q2
$1M Hold
2024
Q1
$1.04M Buy
2023
Q4
$784K Hold
2023
Q3
$706K Hold
2023
Q2
$740K Hold
2023
Q1
$709K Sell
2022
Q4
$690K Buy