RWA Wealth Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

RWA Wealth Partners’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	$2.1M	Buy	3,708 +1	+0%	+$567	0.03%	240
2025 Q1	$1.98M	Sell	3,707 -806	-18%	-$430K	0.02%	248
2024 Q4	$2.57M	Hold	4,513	–	–	0.03%	218
2024 Q3	$2.57M	Buy	4,513 +27	+0.6%	+$15.4K	0.03%	224
2024 Q2	$2.4M	Sell	4,486 -835	-16%	-$447K	0.03%	216
2024 Q1	$2.96M	Buy	5,321 +1	+0%	+$556	0.04%	194
2023 Q4	$2.7M	Buy	5,320 +539	+11%	+$273K	0.04%	195
2023 Q3	$2.18M	Buy	4,781 +58	+1%	+$26.5K	0.05%	129
2023 Q2	$2.26M	Buy	4,723 +3,863	+449%	+$1.85M	0.05%	120
2023 Q1	$394K	Buy	860 +210	+32%	+$96.3K	0.01%	190
2022 Q4	$302K	Sell	650 -89	-12%	-$41.3K	0.01%	216
2022 Q3	$297K	Sell	739 -7	-0.9%	-$2.81K	0.02%	199
2022 Q2	$309K	Sell	746 -32	-4%	-$13.3K	0.02%	187
2022 Q1	$382K	Sell	778 -15	-2%	-$7.37K	0.02%	189
2021 Q4	$411K	Hold	793	–	–	0.03%	186
2021 Q3	$382K	Sell	793 -30	-4%	-$14.5K	0.03%	186
2021 Q2	$404K	Sell	823 -98	-11%	-$48.1K	0.03%	182
2021 Q1	$439K	Sell	921 -221	-19%	-$105K	0.04%	171
2020 Q4	$480K	Sell	1,142 -800	-41%	-$336K	0.04%	160
2020 Q3	$658K	Buy	1,942 +182	+10%	+$61.7K	0.07%	132
2020 Q2	$571K	Sell	1,760 -9	-0.5%	-$2.92K	0.07%	137
2020 Q1	$465K	Buy	1,769 +178	+11%	+$46.8K	0.07%	139
2019 Q4	$597K	Sell	1,591 -259	-14%	-$97.2K	0.06%	154
2019 Q3	$652K	Buy	1,850 +1,091	+144%	+$385K	0.07%	144
2019 Q2	$269K	Hold	759	–	–	0.03%	199
2019 Q1	$262K	Sell	759 -21	-3%	-$7.25K	0.03%	196
2018 Q4	$236K	Sell	780 -105	-12%	-$31.8K	0.03%	198
2018 Q3	$325K	Sell	885 -110	-11%	-$40.4K	0.04%	178
2018 Q2	$353K	Buy	995 +235	+31%	+$83.4K	0.04%	181
2018 Q1	$260K	Buy	760 +2	+0.3%	+$684	0.03%	170
2017 Q4	$262K	Buy	758 +6	+0.8%	+$2.07K	0.03%	201
2017 Q3	$245K	Sell	752 -23	-3%	-$7.49K	0.03%	208
2017 Q2	$246K	Sell	775 -274	-26%	-$87K	0.03%	171
2017 Q1	$328K	Buy	+1,049	New	+$328K	0.04%	149