PCWA
MDY icon

Pacific Capital Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Pacific Capital Wealth Advisors’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
2026
Q2 		$211K Buy
+300
New +$201K 0.03% 87
2025
Q1 		– Sell
-300
Closed -$171K – 251
2024
Q4 		$171K Hold
300
– – 0.03% 88
2024
Q3 		$171K Hold
300
– – 0.03% 84
2024
Q2 		$161K Buy
+300
New +$161K 0.03% 87

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BCM
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CFMC
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JA
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ONB
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TWM
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SDAM
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HFAS
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