WealthPLAN Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

WealthPLAN Partners’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$741K	Buy	1,308 +60	+5%	+$34K	0.12%	146
2025 Q1	$666K	Sell	1,248 -28	-2%	-$14.9K	0.09%	151
2024 Q4	$727K	Buy	1,276 +13	+1%	+$7.41K	0.1%	139
2024 Q3	$719K	Sell	1,263 -33	-3%	-$18.8K	0.1%	147
2024 Q2	$693K	Sell	1,296 -43	-3%	-$23K	0.07%	170
2024 Q1	$745K	Buy	1,339 +170	+15%	+$94.6K	0.08%	167
2023 Q4	$593K	Sell	1,169 -5	-0.4%	-$2.54K	0.06%	201
2023 Q3	$536K	Buy	1,174 +4	+0.3%	+$1.83K	0.06%	190
2023 Q2	$560K	Sell	1,170 -7	-0.6%	-$3.35K	0.08%	175
2023 Q1	$540K	Buy	1,177 +315	+37%	+$144K	0.06%	184
2022 Q4	$420K	Buy	+862	New	+$420K	0.03%	276
2022 Q1	$372K	Hold	815	–	–	0.03%	285
2021 Q4	$391K	Buy	815 +10	+1%	+$4.8K	0.03%	281
2021 Q3	$412K	Buy	805 +10	+1%	+$5.12K	0.03%	273
2021 Q2	$397K	Buy	795 +10	+1%	+$4.99K	0.03%	258
2021 Q1	$391K	Hold	785	–	–	0.03%	245
2020 Q4	$351K	Hold	785	–	–	0.03%	250
2020 Q3	$296K	Sell	785 -99	-11%	-$37.3K	0.03%	258
2020 Q2	$315K	Sell	884 -2	-0.2%	-$713	0.03%	229
2020 Q1	$253K	Hold	886	–	–	0.03%	213
2019 Q4	$338K	Sell	886 -41	-4%	-$15.6K	0.04%	187
2019 Q3	$336K	Sell	927 -748	-45%	-$271K	0.05%	176
2019 Q2	$579K	Buy	1,675 +590	+54%	+$204K	0.09%	138
2019 Q1	$376K	Hold	1,085	–	–	0.06%	181
2018 Q4	$378K	Buy	1,085 +31	+3%	+$10.8K	0.06%	174
2018 Q3	$347K	Buy	1,054 +122	+13%	+$40.2K	0.06%	175
2018 Q2	$331K	Sell	932 -106	-10%	-$37.6K	0.07%	181
2018 Q1	$355K	Sell	1,038 -224	-18%	-$76.6K	0.08%	181
2017 Q4	$436K	Sell	1,262 -70	-5%	-$24.2K	0.12%	137
2017 Q3	$435K	Sell	1,332 -466	-26%	-$152K	0.12%	123
2017 Q2	$571K	Buy	+1,798	New	+$571K	0.16%	98
2016 Q3	$643K	Sell	2,305 -1,455	-39%	-$406K	0.21%	71
2016 Q2	$504K	Buy	+3,760	New	+$504K	0.06%	200
2015 Q4	$852K	Buy	+9,873	New	+$852K	0.14%	114
2015 Q2	$857K	Sell	3,138 -1,557	-33%	-$425K	0.37%	38
2015 Q1	$1.3M	Buy	+4,695	New	+$1.3M	0.61%	34