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PPWM
PFG Private Wealth Management’s
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
Stock Holding History
PFG Private Wealth Management’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
2025
Q2
–
Sell
-199
Closed
-$106K
–
168
2025
Q1
$106K
Hold
199
–
–
0.06%
82
2024
Q4
$113K
Hold
199
–
–
0.06%
79
2024
Q3
$113K
Hold
199
–
–
0.07%
79
2024
Q2
$106K
Hold
199
–
–
0.06%
79
2024
Q1
$111K
Hold
199
–
–
0.07%
76
2023
Q4
$101K
Hold
199
–
–
0.07%
71
2023
Q3
$90.9K
Hold
199
–
–
0.07%
69
2023
Q2
$95.3K
Hold
199
–
–
0.06%
109
2023
Q1
$91.2K
Hold
199
–
–
0.06%
110
2022
Q4
$88K
Hold
199
–
–
0.05%
98
2022
Q3
$80K
Hold
199
–
–
0.05%
102
2022
Q2
$82K
Hold
199
–
–
0.05%
127
2022
Q1
$98K
Hold
199
–
–
0.05%
131
2021
Q4
$103K
Hold
199
–
–
0.05%
107
2021
Q3
$96K
Buy
+199
New
+$97.7K
0.06%
73
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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