Monterey Private Wealth’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Monterey Private Wealth’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 Q1	$346K	Hold
2024 Q4	$370K	Hold
2024 Q3	$370K	Hold
2024 Q2	$347K	Hold
2024 Q1	$361K	Hold
2023 Q4	$329K	Hold
2023 Q3	$296K	Hold
2023 Q2	$311K	Hold
2023 Q1	$298K	Hold
2022 Q4	$287K	Buy