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Pacific Capital Wealth Advisors’s 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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