MBL Wealth’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
$298K Hold
2025
Q2
$283K Sell
2025
Q1
$271K Buy
2024
Q4
$285K Hold
2024
Q3
$285K Hold
2024
Q2
$268K Hold
2024
Q1
$278K Hold
2023
Q4
$254K Hold
2023
Q3
$228K Hold
2023
Q2
$239K Hold
2023
Q1
$229K Hold
2022
Q4
$221K Hold
2022
Q3
$201K Hold
2022
Q2
$207K Hold
2022
Q1
$245K Buy
2021
Q1
$251K Buy