Evolution Wealth Advisors’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
$355K Hold
2025
Q2
$337K Sell
2025
Q1
$360K Hold
2024
Q4
$384K Buy
2021
Q4
Sell
2021
Q3
$48K Hold
2021
Q2
$49K Hold
2021
Q1
$48K Hold
2020
Q4
$42K Hold
2020
Q3
$34K Buy