Congress Wealth Management’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 Q2	$7.81M	Buy	13,794 +2,316	+20%	+$1.24M	0.08%	298
2025 Q1	$6.21M	Buy	11,478 +8,927	+350%	+$5.07M	0.07%	291
2024 Q4	$1.45M	Buy	2,551 +1,360	+114%	+$797K	0.02%	459
2024 Q3	$679K	Sell	1,191 -72	-6%	-$39.7K	0.01%	583
2024 Q2	$676K	Buy	1,263 +51	+4%	+$27.4K	0.01%	493
2024 Q1	$675K	Sell	1,212 -2,336	-66%	-$1.21M	0.01%	418
2023 Q4	$1.8M	Buy	3,548 +2,437	+219%	+$1.13M	0.03%	326
2023 Q3	$508K	Sell	1,111 -25	-2%	-$12K	0.01%	455
2023 Q2	$544K	Sell	1,136 -987	-46%	-$449K	0.01%	403
2023 Q1	$973K	Sell	2,123 -191	-8%	-$89K	0.02%	346
2022 Q4	$1.02M	Buy	2,314 +178	+8%	+$78.7K	0.03%	331
2022 Q3	$858K	Sell	2,136 -56	-3%	-$24.7K	0.02%	342
2022 Q2	$906K	Buy	2,192 +542	+33%	+$245K	0.02%	341
2022 Q1	$810K	Sell	1,650 -30	-2%	-$14.6K	0.02%	383
2021 Q4	$870K	Buy	+1,680	New	+$855K	0.02%	389