Mission Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Mission Wealth Management’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
2025 Q3	$706K	Buy
2025 Q2	$654K	Sell
2025 Q1	$747K	Buy
2024 Q4	$513K	Buy
2024 Q3	$363K	Hold
2024 Q2	$341K	Buy
2024 Q1	$315K	Buy
2023 Q4	$270K	Buy
2023 Q3	$225K	Buy
2023 Q2	$213K	Buy