Wingate Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-328	Closed	-$187K	–	287
2024 Q4	$187K	Buy	+328	New	+$187K	0.18%	102