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

Essential Planning’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,261
Closed -$8.93M – 215
2024
Q4 		$8.93M Buy
+15,261
New +$8.93M 0.06% 86