SWA
MDY icon

Serenus Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Serenus Wealth Advisors’s Portfolio MDY Stock Details MDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16.4M Sell
28,879
-2,044
-7% -$1.16M 2.77% 7
2025
Q1 		$16.5M Sell
30,923
-364
-1% -$194K 2.74% 7
2024
Q4 		$17.8M Buy
+31,287
New +$17.8M 3.1% 7