HB Wealth Management’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
$3.06M Buy
2025
Q2
$2.19M Sell
2025
Q1
$3.29M Sell
2024
Q4
$3.68M Sell
2024
Q3
$5.52M Buy
2024
Q2
$5.18M Sell
2024
Q1
$5.97M Sell
2023
Q4
$5.46M Buy
2023
Q3
$4.83M Sell
2023
Q2
$5.1M Buy
2023
Q1
$4.63M Buy
2022
Q4
$4.4M Buy
2022
Q3
$3.74M Buy
2022
Q2
$3.4M Sell
2022
Q1
$4.42M Buy
2021
Q4
$3.36M Buy