TCWA
Turtle Creek Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
+1,064
| New | +$603K | 0.07% | 156 |
|
|
2024
Q4 | – | Sell |
-1,386
| Closed | -$790K | – | 129 |
|
|
2024
Q3 | $790K | Hold |
1,386
| – | – | 0.16% | 80 |
|
|
2024
Q2 | $742K | Hold |
1,386
| – | – | 0.17% | 76 |
|
|
2024
Q1 | $771K | Hold |
1,386
| – | – | 0.19% | 78 |
|
|
2023
Q4 | $703K | Buy |
+1,386
| New | +$703K | 0.21% | 79 |
|