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

Marshall & Sterling Wealth Advisors’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 		$83.1K Hold
147
– – 0.06% 118
2025
Q1 		$78.2K Hold
147
– – 0.05% 117
2024
Q4 		$83.5K Buy
+147
New +$83.5K 0.06% 104