Compass Planning Associates’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	$592K	Buy	1,045 +1	+0.1%	+$566	0.54%	18
2025 Q1	$557K	Buy	1,044 +1	+0.1%	+$534	0.56%	19
2024 Q4	$594K	Buy	+1,043	New	+$594K	0.6%	17