Bartlett & Co Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $307K | Hold |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $267K | Sell |
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|
2024
Q4 | $319K | Sell |
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|
2024
Q3 | $334K | Buy |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $250K | Hold |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $95.5K | Buy |
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|
2022
Q2 | $43.8K | Buy |
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|
2022
Q1 | $50.9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $76 | Hold |
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|
2021
Q2 | $78 | Buy |
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