AE Wealth Management’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.3M | Buy |
739,745
+8,307
| +1% | +$722K | 0.47% | 47 |
|
|
2025
Q1 | $58.1M | Buy |
731,438
+85,471
| +13% | +$6.79M | 0.49% | 48 |
|
|
2024
Q4 | $56.1M | Buy |
645,967
+91,597
| +17% | +$7.96M | 0.48% | 48 |
|
|
2024
Q3 | $48.6M | Sell |
554,370
-190,620
| -26% | -$16.7M | 0.44% | 49 |
|
|
2024
Q2 | $62.6M | Buy |
744,990
+81,121
| +12% | +$6.82M | 0.63% | 31 |
|
|
2024
Q1 | $57.9M | Buy |
663,869
+33,957
| +5% | +$2.96M | 0.66% | 26 |
|
|
2023
Q4 | $47.8M | Buy |
629,912
+83,002
| +15% | +$6.3M | 0.24% | 81 |
|
|
2023
Q3 | $37.8M | Buy |
546,910
+49,204
| +10% | +$3.4M | 0.23% | 89 |
|
|
2023
Q2 | $35.7M | Buy |
497,706
+25,015
| +5% | +$1.79M | 0.21% | 97 |
|
|
2023
Q1 | $32.4M | Sell |
472,691
-31,371
| -6% | -$2.15M | 0.21% | 106 |
|
|
2022
Q4 | $32.9M | Buy |
504,062
+19,965
| +4% | +$1.3M | 0.24% | 86 |
|
|
2022
Q3 | $29.2M | Buy |
484,097
+76,673
| +19% | +$4.63M | 0.23% | 96 |
|
|
2022
Q2 | $24.8M | Buy |
407,424
+50,082
| +14% | +$3.05M | 0.2% | 123 |
|
|
2022
Q1 | $26.5M | Buy |
357,342
+42,989
| +14% | +$3.19M | 0.18% | 120 |
|
|
2021
Q4 | $25.6M | Buy |
314,353
+55,899
| +22% | +$4.56M | 0.18% | 120 |
|
|
2021
Q3 | $19.6M | Buy |
258,454
+27,521
| +12% | +$2.08M | 0.16% | 138 |
|
|
2021
Q2 | $17.9M | Buy |
230,933
+1,548
| +0.7% | +$120K | 0.16% | 132 |
|
|
2021
Q1 | $17.2M | Sell |
229,385
-20,526
| -8% | -$1.54M | 0.17% | 124 |
|
|
2020
Q4 | $17.3M | Buy |
249,911
+73,872
| +42% | +$5.12M | 0.2% | 120 |
|
|
2020
Q3 | $10.1M | Sell |
176,039
-8,855
| -5% | -$508K | 0.14% | 141 |
|
|
2020
Q2 | $9.95M | Buy |
184,894
+83,882
| +83% | +$4.51M | 0.15% | 143 |
|
|
2020
Q1 | $4.33M | Buy |
101,012
+61,481
| +156% | +$2.63M | 0.1% | 185 |
|
|
2019
Q4 | $2.26M | Sell |
39,531
-56,315
| -59% | -$3.22M | 0.05% | 316 |
|
|
2019
Q3 | $5.15M | Buy |
95,846
+21,197
| +28% | +$1.14M | 0.15% | 134 |
|
|
2019
Q2 | $4.05M | Buy |
74,649
+4,421
| +6% | +$240K | 0.12% | 148 |
|
|
2019
Q1 | $3.69M | Buy |
+70,228
| New | +$3.69M | 0.26% | 81 |
|