Arkadios Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$494K	Buy	5,143 +68	+1%	+$6.67K	0.01%	1118
2025 Q4	$469K	Hold	5,075	–	–	0.01%	1044
2025 Q3	$465K	Sell	5,075 -99	-2%	-$8.9K	0.01%	964
2025 Q2	$450K	Buy	5,174 +543	+12%	+$44.4K	0.01%	888
2025 Q1	$368K	Sell	4,631 -192	-4%	-$16.5K	0.01%	821
2024 Q4	$419K	Sell	4,823 -209	-4%	-$18.8K	0.02%	617
2024 Q3	$442K	Sell	5,032 -207	-4%	-$17.7K	0.03%	585
2024 Q2	$440K	Buy	5,239 +208	+4%	+$17.6K	0.03%	493
2024 Q1	$439K	Sell	5,031 -35	-0.7%	-$2.79K	0.03%	410
2023 Q4	$383K	Sell	5,066 -90	-2%	-$6.31K	0.03%	449
2023 Q3	$356K	Buy	5,156 +56	+1%	+$4.03K	0.03%	428
2023 Q2	$365K	Sell	5,100 -360	-7%	-$24.6K	0.04%	388
2023 Q1	$374K	Sell	5,460 -75	-1%	-$5.12K	0.04%	374
2022 Q4	$362K	Hold	5,535	–	–	0.05%	352
2022 Q3	$334K	Buy	5,535 +410	+8%	+$27.1K	0.05%	347
2022 Q2	$312K	Sell	5,125 -2,934	-36%	-$197K	0.05%	387
2022 Q1	$598K	Sell	8,059 -1,308	-14%	-$96.8K	0.08%	273
2021 Q4	$764K	Hold	9,367	–	–	0.1%	233
2021 Q3	$708K	Sell	9,367 -588	-6%	-$45.7K	0.1%	226
2021 Q2	$771K	Buy	9,955 +70	+0.7%	+$5.39K	0.09%	250
2021 Q1	$742K	Buy	9,885 +61	+0.6%	+$4.51K	0.12%	192
2020 Q4	$681K	Buy	9,824 +675	+7%	+$43.2K	0.14%	155
2020 Q3	$561K	Sell	9,149 -244	-3%	-$13.9K	0.28%	81
2020 Q2	$508K	Sell	9,393 -225	-2%	-$11.2K	0.28%	80
2020 Q1	$412K	Sell	9,618 -90	-0.9%	-$4.75K	0.26%	93
2019 Q4	$573K	Buy	+9,708	New	+$534K	0.34%	72