WealthPlan Investment Management’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
2026
Q1
$339K Buy
2023
Q1
Sell
2022
Q4
$420K Sell
2022
Q3
$393K Buy
2022
Q1
$372K Buy