Tandem Wealth Advisors’s 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
2025
Q3
$18.4M Sell
2025
Q2
$18M Buy
2025
Q1
$15.6M Buy
2024
Q4
$16.2M Sell
2024
Q3
$18.7M Buy
2024
Q2
$17.5M Buy
2024
Q1
$17.8M Buy
2023
Q4
$16.4M Sell
2023
Q3
$15.1M Buy
2023
Q2
$15.4M Buy
2023
Q1
$14.6M Buy
2022
Q4
$11.3M Buy