Genesis 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
$573K Sell
2025
Q2
$567K Sell
2025
Q1
$577K Sell
2024
Q4
$644K Buy
2015
Q2
$2.34M Sell
2015
Q1
$2.48M Sell
2014
Q4
$2.55M Buy