Montis Financial’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Montis Financial’s Portfolio MDY Stock Details MDY Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$506K	Sell
2025 Q2	$485K	Sell
2025 Q1	$460K	Buy
2024 Q4	$489K	Sell
2024 Q3	$496K	Buy