Coordinated Financial Services’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
$359K Buy
635
+90
+17% +$50.9K 0.25% 108
2025
Q1
$291K Sell
545
-15
-3% -$8K 0.22% 112
2024
Q4
$319K Buy
+560
New +$319K 0.25% 104
2024
Q2
$315K Hold
590
0.27% 94
2024
Q1
$328K Buy
+590
New +$328K 0.29% 84