KMWM
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Keudell/Morrison Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Sell
394
-309
-44% -$175K 0.05% 206
2025
Q1 		$375K Buy
+703
New +$375K 0.09% 137