Avantax Planning Partners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Avantax Planning Partners’s Portfolio MDYG Stock Details MDYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.9M	Buy	321,914 +33,447	+12%	+$3.28M	0.85%	25
2025 Q4	$26.7M	Buy	288,467 +43,037	+18%	+$3.95M	0.75%	24
2025 Q3	$22.5M	Buy	245,430 +26,989	+12%	+$2.43M	0.64%	26
2025 Q2	$19M	Buy	218,441 +2,913	+1%	+$238K	0.6%	28
2025 Q1	$17.1M	Sell	215,528 -76,635	-26%	-$6.59M	0.61%	26
2024 Q4	$25.4M	Buy	292,163 +19,981	+7%	+$1.8M	0.92%	20
2024 Q3	$23.9M	Buy	272,182 +3,616	+1%	+$309K	0.86%	21
2024 Q2	$22.6M	Buy	268,566 +200,965	+297%	+$17M	0.73%	25
2024 Q1	$5.9M	Sell	67,601 -4,893	-7%	-$390K	0.19%	83
2023 Q4	$5.49M	Sell	72,494 -1,070	-1%	-$75.1K	0.21%	59
2023 Q3	$5.09M	Sell	73,564 -5,909	-7%	-$426K	0.21%	59
2023 Q2	$5.69M	Sell	79,473 -2,784	-3%	-$190K	0.23%	54
2023 Q1	$5.63M	Sell	82,257 -1,084	-1%	-$74K	0.23%	53
2022 Q4	$5.45M	Buy	83,341 +367	+0.4%	+$24.1K	0.22%	57
2022 Q3	$5.01M	Buy	82,974 +3,176	+4%	+$210K	0.23%	53
2022 Q2	$4.86M	Sell	79,798 -1,217	-2%	-$81.8K	0.21%	58
2022 Q1	$6.01M	Sell	81,015 -1,207	-1%	-$89.3K	0.24%	43
2021 Q4	$6.7M	Buy	82,222 +1,204	+1%	+$96.5K	0.28%	33
2021 Q3	$6.13M	Sell	81,018 -957	-1%	-$74.4K	0.28%	27
2021 Q2	$6.36M	Sell	81,975 -61,475	-43%	-$4.73M	0.3%	26
2021 Q1	$10.8M	Sell	143,450 -27,787	-16%	-$2.05M	0.56%	13
2020 Q4	$11.9M	Sell	171,237 -30,735	-15%	-$1.97M	0.61%	11
2020 Q3	$11.6M	Sell	201,972 -86,059	-30%	-$4.91M	0.61%	11
2020 Q2	$15.5M	Buy	288,031 +29,635	+11%	+$1.48M	0.88%	9
2020 Q1	$11.1M	Buy	258,396 +9,668	+4%	+$510K	0.77%	7
2019 Q4	$14.2M	Sell	248,728 -309,711	-55%	-$17M	0.84%	6
2019 Q3	$30M	Sell	558,439 -598,144	-52%	-$32.3M	1.84%	6
2019 Q2	$63.1M	Buy	1,156,583 +46,638	+4%	+$2.48M	4.08%	6
2019 Q1	$58.3M	Buy	1,109,945 +94,620	+9%	+$4.79M	4.05%	6
2018 Q4	$46.6M	Sell	1,015,325 -32,292	-3%	-$1.62M	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 +35,322	+4%	+$1.9M	4.89%	6
2018 Q1	$51.3M	Buy	977,949 +49,218	+5%	+$2.61M	4.41%	6
2017 Q4	$48.1M	Sell	928,731 -194,268	-17%	-$9.93M	4.41%	7
2017 Q3	$55.2M	Buy	1,122,999 +41,925	+4%	+$2.01M	4.35%	6
2017 Q2	$51.6M	Sell	1,081,074 -120,873	-10%	-$5.71M	4.35%	6
2017 Q1	$55.7M	Buy	1,201,947 +32,652	+3%	+$1.5M	4.98%	5
2016 Q4	$51.8M	Buy	+1,169,295	New	+$50.1M	5.53%	5