Turtle Creek Wealth Advisors’s State Street 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
Q4
$642K Hold
2025
Q3
$634K Hold
2025
Q2
$603K Buy
2024
Q4
Sell
2024
Q3
$790K Hold
2024
Q2
$742K Hold
2024
Q1
$771K Hold
2023
Q4
$703K Buy