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

Modern 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
2024
Q3 		– Sell
-76,178
Closed -$40.8M – 450
2024
Q2 		$40.8M Buy
+76,178
New +$40.8M 3.01% 7