Financial Life Planners’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
$2.29M Sell
4,038
-962
-19% -$545K 1.86% 12
2025
Q1
$2.67M Sell
5,000
-337
-6% -$180K 2.6% 7
2024
Q4
$3.04M Buy
+5,337
New +$3.04M 2.55% 8