Inspirion Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Inspirion Wealth Advisors’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$310K	Hold	445	–	–	0.04%	139
2026 Q1	$274K	Hold	445	–	–	0.03%	137
2025 Q4	$268K	Hold	445	–	–	0.03%	143
2025 Q3	$253K	Hold	445	–	–	0.04%	129
2025 Q2	$252K	Hold	445	–	–	0.03%	136
2025 Q1	$237K	Hold	445	–	–	0.03%	137
2024 Q4	$255K	Hold	445	–	–	0.04%	128
2024 Q3	$253K	Buy	445 +25	+6%	+$13.8K	0.04%	130
2024 Q2	$225K	Hold	420	–	–	0.03%	135
2024 Q1	$234K	Sell	420 -10	-2%	-$5.18K	0.04%	131
2023 Q4	$217K	Sell	430 -80	-16%	-$37.1K	0.04%	128
2023 Q3	$233K	Hold	510	–	–	0.05%	125
2023 Q2	$244K	Sell	510 -83	-14%	-$37.8K	0.05%	123
2023 Q1	$272K	Buy	+593	New	+$276K	0.05%	114

Other funds holding MDY

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return