SFO
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Stokes Family Office’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Stokes Family Office’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 		$211K Buy
+372
New +$211K 0.02% 223
2025
Q1 		– Sell
-372
Closed -$212K – 248
2024
Q4 		$212K Sell
372
-80
-18% -$45.6K 0.02% 230
2024
Q3 		$257K Buy
+452
New +$257K 0.03% 199