Clarus Wealth Advisors’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 Q1	–	Sell	-546	Closed	-$312K	–	125
2024 Q4	$312K	Sell	546 -13	-2%	-$7.62K	0.16%	98
2024 Q3	$316K	Sell	559 -6	-1%	-$3.31K	0.16%	96
2024 Q2	$302K	Sell	565 -178	-24%	-$95.7K	0.16%	94
2024 Q1	$400K	Sell	743 -198	-21%	-$103K	0.23%	85
2023 Q4	$466K	Buy	+941	New	+$437K	0.28%	76
2023 Q2	$466K	Buy	981 +113	+13%	+$51.4K	0.28%	78
2023 Q1	$388K	Sell	868 -98	-10%	-$45.7K	0.24%	83
2022 Q4	$443K	Buy	966 +18	+2%	+$7.96K	0.29%	72
2022 Q3	$391K	Buy	948 +29	+3%	+$12.8K	0.28%	74
2022 Q2	$384K	Buy	919 +20	+2%	+$9.03K	0.27%	71
2022 Q1	$427K	Buy	899 +33	+4%	+$16.1K	0.27%	67
2021 Q4	$441K	Sell	866 -29	-3%	-$14.8K	0.25%	62
2021 Q3	$435K	Sell	895 -17	-2%	-$8.35K	0.27%	67
2021 Q2	$451K	Buy	912 +20	+2%	+$9.87K	0.28%	62
2021 Q1	$434K	Sell	892 -282	-24%	-$129K	0.27%	68
2020 Q4	$518K	Sell	1,174 -32	-3%	-$12.3K	0.34%	53
2020 Q3	$426K	Buy	1,206 +16	+1%	+$5.46K	0.33%	61
2020 Q2	$382K	Sell	1,190 -24	-2%	-$7.28K	0.32%	68
2020 Q1	$295K	Buy	1,214 +48	+4%	+$16.3K	0.29%	88
2019 Q4	$437K	Sell	1,166 -162	-12%	-$58.6K	0.29%	90
2019 Q3	$468K	Buy	1,328 +88	+7%	+$30.8K	0.34%	70
2019 Q2	$440K	Buy	1,240 +1,190	+2,380%	+$416K	0.32%	50
2019 Q1	$17K	Hold	50	–	–	0.01%	446
2018 Q4	$15K	Hold	50	–	–	0.02%	448
2018 Q3	$18K	Hold	50	–	–	0.01%	449
2018 Q2	$17K	Buy	+50	New	+$17.6K	0.01%	447