APP
Avantax Planning Partners’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
218,441
+2,913
| +1% | +$253K | 0.6% | 28 |
|
|
2025
Q1 | $17.1M | Sell |
215,528
-76,635
| -26% | -$6.09M | 0.61% | 26 |
|
|
2024
Q4 | $25.4M | Buy |
292,163
+19,981
| +7% | +$1.74M | 0.92% | 20 |
|
|
2024
Q3 | $23.9M | Buy |
272,182
+3,616
| +1% | +$317K | 0.86% | 21 |
|
|
2024
Q2 | $22.6M | Buy |
268,566
+200,965
| +297% | +$16.9M | 0.73% | 25 |
|
|
2024
Q1 | $5.9M | Sell |
67,601
-4,893
| -7% | -$427K | 0.19% | 83 |
|
|
2023
Q4 | $5.49M | Sell |
72,494
-1,070
| -1% | -$81K | 0.21% | 59 |
|
|
2023
Q3 | $5.09M | Sell |
73,564
-5,909
| -7% | -$409K | 0.21% | 59 |
|
|
2023
Q2 | $5.69M | Sell |
79,473
-2,784
| -3% | -$199K | 0.23% | 54 |
|
|
2023
Q1 | $5.63M | Sell |
82,257
-1,084
| -1% | -$74.2K | 0.23% | 53 |
|
|
2022
Q4 | $5.45M | Buy |
83,341
+367
| +0.4% | +$24K | 0.22% | 57 |
|
|
2022
Q3 | $5.01M | Buy |
82,974
+3,176
| +4% | +$192K | 0.23% | 53 |
|
|
2022
Q2 | $4.86M | Sell |
79,798
-1,217
| -2% | -$74.2K | 0.21% | 58 |
|
|
2022
Q1 | $6.01M | Sell |
81,015
-1,207
| -1% | -$89.6K | 0.24% | 43 |
|
|
2021
Q4 | $6.7M | Buy |
82,222
+1,204
| +1% | +$98.2K | 0.28% | 33 |
|
|
2021
Q3 | $6.13M | Sell |
81,018
-957
| -1% | -$72.4K | 0.28% | 27 |
|
|
2021
Q2 | $6.36M | Sell |
81,975
-61,475
| -43% | -$4.77M | 0.3% | 26 |
|
|
2021
Q1 | $10.8M | Sell |
143,450
-27,787
| -16% | -$2.09M | 0.56% | 13 |
|
|
2020
Q4 | $11.9M | Sell |
171,237
-30,735
| -15% | -$2.13M | 0.61% | 11 |
|
|
2020
Q3 | $11.6M | Sell |
201,972
-86,059
| -30% | -$4.94M | 0.61% | 11 |
|
|
2020
Q2 | $15.5M | Buy |
288,031
+29,635
| +11% | +$1.59M | 0.88% | 9 |
|
|
2020
Q1 | $11.1M | Buy |
258,396
+9,668
| +4% | +$414K | 0.77% | 7 |
|
|
2019
Q4 | $14.2M | Sell |
248,728
-309,711
| -55% | -$17.7M | 0.84% | 6 |
|
|
2019
Q3 | $30M | Sell |
558,439
-598,144
| -52% | -$32.1M | 1.84% | 6 |
|
|
2019
Q2 | $63.1M | Buy |
1,156,583
+46,638
| +4% | +$2.54M | 4.08% | 6 |
|
|
2019
Q1 | $58.3M | Buy |
1,109,945
+94,620
| +9% | +$4.97M | 4.05% | 6 |
|
|
2018
Q4 | $46.6M | Sell |
1,015,325
-32,292
| -3% | -$1.48M | 3.51% | 8 |
|
|
2018
Q3 | $58.6M | Buy |
1,047,617
+34,346
| +3% | +$1.92M | 4.69% | 6 |
|
|
2018
Q2 | $54.7M | Buy |
1,013,271
+687,288
| +211% | +$37.1M | 4.89% | 6 |
|
|
2018
Q1 | $51.3M | Buy |
325,983
+16,406
| +5% | +$2.58M | 4.41% | 6 |
|
|
2017
Q4 | $48.1M | Sell |
309,577
-64,756
| -17% | -$10.1M | 4.41% | 7 |
|
|
2017
Q3 | $55.2M | Buy |
374,333
+13,975
| +4% | +$2.06M | 4.35% | 6 |
|
|
2017
Q2 | $51.6M | Sell |
360,358
-40,291
| -10% | -$5.77M | 4.35% | 6 |
|
|
2017
Q1 | $55.7M | Buy |
400,649
+10,884
| +3% | +$1.51M | 4.98% | 5 |
|
|
2016
Q4 | $51.8M | Buy |
+389,765
| New | +$51.8M | 5.53% | 5 |
|