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Southland Equity Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Southland Equity Partners’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-551
Closed -$307K – 214
2024
Q1 		$307K Hold
551
– – 0.09% 153
2023
Q4 		$280K Hold
551
– – 0.09% 154
2023
Q3 		$252K Buy
551
+1
+0.2% +$479 0.09% 157
2023
Q2 		$263K Sell
550
-55
-9% -$25K 0.09% 158
2023
Q1 		$277K Buy
605
+17
+3% +$7.92K 0.11% 140
2022
Q4 		$260K Sell
588
-16
-3% -$7.08K 0.1% 144
2022
Q3 		$243K Buy
604
+39
+7% +$17.2K 0.12% 129
2022
Q2 		$234K Hold
565
– – 0.11% 138
2022
Q1 		$277K Hold
565
– – 0.12% 133
2021
Q4 		$292K Buy
565
+7
+1% +$3.56K 0.12% 130
2021
Q3 		$268K Hold
558
– – 0.12% 129
2021
Q2 		$274K Hold
558
– – 0.13% 122
2021
Q1 		$266K Buy
558
+30
+6% +$13.7K 0.15% 116
2020
Q4 		$222K Buy
+528
New +$203K 0.15% 113

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