CM Wealth Advisors’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 | $376K | Hold |
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|
2025
Q2 | $357K | Hold |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $360K | Hold |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $343K | Hold |
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|
2023
Q4 | $320K | Hold |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $280K | Hold |
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|
2022
Q3 | $254M | Hold |
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|
2022
Q2 | $261K | Buy |
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