Taylor Financial Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
1,929
-95
-5% -$53.8K 0.68% 35
2025
Q1
$1.08M Sell
2,024
-75
-4% -$40K 0.75% 31
2024
Q4
$1.2M Hold
2,099
0.83% 31
2024
Q3
$1.2M Hold
2,099
0.83% 29
2024
Q2
$1.12M Hold
2,099
0.86% 29
2024
Q1
$1.17M Hold
2,099
0.89% 30
2023
Q4
$1.06M Buy
+2,099
New +$1.06M 0.88% 32