Kingswood Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$622K	Buy
2025 Q2	$499K	Sell
2025 Q1	$493K	Sell
2024 Q4	$629K	Buy
2024 Q2	–	Sell
2024 Q1	$413K	Sell
2023 Q4	$397K	Buy
2023 Q3	$228K	Buy