Fermata 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
$246K Buy
435
+1
+0.2% +$566 0.07% 196
2025
Q1
$231K Sell
434
-76
-15% -$40.5K 0.04% 250
2024
Q4
$291K Hold
510
0.05% 207
2024
Q3
$291K Buy
+510
New +$291K 0.06% 185