Ullmann Wealth Partners Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Ullmann Wealth Partners Group’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.49M	Buy
2025 Q2	$1.42M	Hold
2025 Q1	$1.34M	Hold
2024 Q4	$1.43M	Sell
2024 Q3	$1.44M	Buy
2024 Q2	$689K	Buy
2017 Q3	–	Sell
2017 Q2	$50K	Hold
2017 Q1	$49K	Buy