Corient Private Wealth’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
Q2
$136M Sell
2025
Q1
$130M Sell
2024
Q4
$145M Sell
2024
Q3
$146M Sell
2024
Q2
$139M Buy
2024
Q1
$143M Sell
2023
Q4
$130M Buy
2023
Q3
$116M Buy
2023
Q2
$120M Buy
2023
Q1
$112M Buy
2022
Q4
$57.6M Buy