Avantax Advisory Services’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 | $4.63M | Buy |
53,328
+11,740
| +28% | +$1.02M | 0.03% | 468 |
|
|
2025
Q1 | $3.3M | Buy |
41,588
+5,253
| +14% | +$417K | 0.02% | 548 |
|
|
2024
Q4 | $3.16M | Buy |
36,335
+5,956
| +20% | +$518K | 0.02% | 545 |
|
|
2024
Q3 | $2.67M | Buy |
30,379
+12,226
| +67% | +$1.07M | 0.02% | 579 |
|
|
2024
Q2 | $1.53M | Buy |
18,153
+15,123
| +499% | +$1.27M | 0.01% | 771 |
|
|
2024
Q1 | $264K | Buy |
+3,030
| New | +$264K | ﹤0.01% | 1370 |
|
|
2022
Q4 | – | Sell |
-4,182
| Closed | -$252K | – | 1444 |
|
|
2022
Q3 | $252K | Buy |
4,182
+399
| +11% | +$24K | ﹤0.01% | 1079 |
|
|
2022
Q2 | $231K | Sell |
3,783
-5,130
| -58% | -$313K | ﹤0.01% | 1138 |
|
|
2022
Q1 | $661K | Buy |
8,913
+1,365
| +18% | +$101K | 0.01% | 683 |
|
|
2021
Q4 | $615K | Hold |
7,548
| – | – | 0.01% | 690 |
|
|
2021
Q3 | $570K | Buy |
7,548
+502
| +7% | +$37.9K | 0.01% | 674 |
|
|
2021
Q2 | $546K | Sell |
7,046
-120
| -2% | -$9.3K | 0.01% | 675 |
|
|
2021
Q1 | $538K | Buy |
+7,166
| New | +$538K | 0.01% | 598 |
|
|
2020
Q1 | – | Sell |
-3,881
| Closed | -$222K | – | 855 |
|
|
2019
Q4 | $222K | Buy |
+3,881
| New | +$222K | 0.01% | 743 |
|