Roehl & Yi Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Roehl & Yi Investment Advisors’s Portfolio MDY Stock Details MDY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$424K	Buy
2025 Q4	$364K	Hold
2025 Q3	$359K	Hold
2025 Q2	$342K	Hold
2025 Q1	$322K	Hold
2024 Q4	$343K	Buy