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

Sagespring 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 		$3.92M Sell
6,914
-682
-9% -$386K 0.08% 120
2025
Q1 		$4.05M Sell
7,596
-1,115
-13% -$595K 0.1% 104
2024
Q4 		$4.96M Buy
+8,711
New +$4.96M 0.13% 78