Edge Financial Advisors’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
$1.57M Buy
2,767
+7
+0.3% +$3.97K 0.83% 25
2025
Q1
$1.47M Buy
2,760
+9
+0.3% +$4.8K 0.93% 22
2024
Q4
$1.57M Buy
2,751
+5
+0.2% +$2.85K 1.4% 27
2024
Q3
$1.56M Buy
+2,746
New +$1.56M 1.39% 28
2024
Q1
$1.52M Buy
+2,737
New +$1.52M 1.34% 14