Sheets Smith Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Hold	406	–	–	0.03%	356
2026 Q1	$250K	Buy	+406	New	+$257K	0.03%	366
2025 Q4	–	Sell	-406	Closed	-$242K	–	407
2025 Q3	$242K	Hold	406	–	–	0.03%	375
2025 Q2	$230K	Buy	406 +1	+0.2%	+$537	0.03%	380
2025 Q1	$216K	Hold	405	–	–	0.03%	340
2024 Q4	$231K	Hold	405	–	–	0.03%	353
2024 Q3	$231K	Hold	405	–	–	0.03%	346
2024 Q2	$217K	Sell	405 -15	-4%	-$8.07K	0.03%	355
2024 Q1	$234K	Sell	420 -41	-9%	-$21.2K	0.03%	351
2023 Q4	$234K	Buy	+461	New	+$214K	0.03%	315
2018 Q3	–	Sell	-1,800	Closed	-$639K	–	345
2018 Q2	$639K	Hold	1,800	–	–	0.15%	161
2018 Q1	$615K	Hold	1,800	–	–	0.15%	165
2017 Q4	$622K	Hold	1,800	–	–	0.15%	173
2017 Q3	$587K	Sell	1,800 -7	-0.4%	-$2.23K	0.15%	173
2017 Q2	$574K	Hold	1,807	–	–	0.15%	158
2017 Q1	$565K	Buy	1,807 +2	+0.1%	+$621	0.15%	173
2016 Q4	$545K	Sell	1,805 -6	-0.3%	-$1.73K	0.15%	179
2016 Q3	$511K	Buy	1,811 +6	+0.3%	+$1.69K	0.14%	178
2016 Q2	$491K	Hold	1,805	–	–	0.14%	178
2016 Q1	$474K	Buy	1,805 +5	+0.3%	+$1.22K	0.15%	154
2015 Q4	$457K	Buy	+1,800	New	+$468K	0.14%	160
2015 Q3	–	Sell	-1,800	Closed	-$492K	–	227
2015 Q2	$492K	Hold	1,800	–	–	0.13%	166
2015 Q1	$499K	Hold	1,800	–	–	0.14%	167
2014 Q4	$475K	Hold	1,800	–	–	0.12%	173
2014 Q3	$449K	Hold	1,800	–	–	0.12%	173
2014 Q2	$469K	Hold	1,800	–	–	0.13%	180
2014 Q1	$451K	Hold	1,800	–	–	0.13%	180
2013 Q4	$440K	Buy	+1,800	New	+$423K	0.12%	186

Other funds holding MDY