Cornerstone Planning Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Cornerstone Planning Group’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$11.8M	Buy
2025 Q2	$19K	Hold
2025 Q1	$16.8K	Buy
2024 Q2	–	Sell
2024 Q1	$16.1K	Hold
2023 Q4	$15.2K	Hold
2023 Q3	$13.7K	Hold
2023 Q2	$14.4K	Buy