Cyndeo Wealth Partners’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
Q3 | $10M | Sell |
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|
2025
Q2 | $9.5M | Buy |
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|
2025
Q1 | $6.24M | Buy |
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|
2024
Q4 | $2.75M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.62M | Hold |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $1.7M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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