WorthPointe’s 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
Q3
$615K Hold
2025
Q2
$585K Hold
2025
Q1
$551K Hold
2024
Q4
$588K Sell
2024
Q3
$629K Sell
2024
Q2
$620K Hold
2024
Q1
$644K Hold
2023
Q4
$588K Hold
2023
Q3
$529K Sell
2023
Q2
$568K Hold
2023
Q1
$543K Hold
2022
Q4
$525K Hold
2022
Q3
$476K Hold
2022
Q2
$490K Sell
2022
Q1
$677K Sell
2021
Q4
$783K Buy