RWM
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Rockline Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Rockline Wealth Management’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
Q2 		$484K Hold
855
– – 0.11% 67
2025
Q1 		$456K Hold
855
– – 0.13% 66
2024
Q4 		$487K Hold
855
– – 0.13% 70
2024
Q3 		$487K Sell
855
-63
-7% -$35.9K 0.14% 70
2024
Q2 		$491K Buy
+918
New +$491K 0.15% 68