Beacon Pointe 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	$744K	Buy	7,758 +30	+0.4%	+$2.94K	﹤0.01%	1110
2025 Q4	$714K	Sell	7,728 -228	-3%	-$21K	0.01%	943
2025 Q3	$728K	Buy	7,956 +2,255	+40%	+$203K	0.01%	878
2025 Q2	$495K	Buy	5,701 +3	+0.1%	+$245	0.01%	887
2025 Q1	$453K	Buy	5,698 +251	+5%	+$21.6K	0.01%	876
2024 Q4	$473K	Buy	5,447 +3	+0.1%	+$270	0.01%	849
2024 Q3	$478K	Buy	5,444 +3	+0.1%	+$256	0.01%	873
2024 Q2	$457K	Buy	5,441 +2	+0%	+$169	0.01%	899
2024 Q1	$475K	Sell	5,439 -2,211	-29%	-$176K	0.01%	936
2023 Q4	$579K	Buy	7,650 +4	+0.1%	+$281	0.01%	851
2023 Q3	$529K	Buy	7,646 +5	+0.1%	+$360	0.01%	850
2023 Q2	$548K	Buy	7,641 +3	+0%	+$205	0.01%	684
2023 Q1	$523K	Sell	7,638 -113	-1%	-$7.72K	0.01%	749
2022 Q4	$506K	Buy	7,751 +119	+2%	+$7.83K	0.01%	681
2022 Q3	$461K	Buy	7,632 +3	+0%	+$198	0.01%	665
2022 Q2	$465K	Sell	7,629 -592	-7%	-$39.8K	0.01%	676
2022 Q1	$610K	Buy	8,221 +299	+4%	+$22.1K	0.01%	754
2021 Q4	$646K	Sell	7,922 -2	-0%	-$160	0.02%	485
2021 Q3	$599K	Buy	7,924 +6	+0.1%	+$467	0.01%	505
2021 Q2	$614K	Buy	7,918 +1	+0%	+$77	0.02%	436
2021 Q1	$594K	Buy	7,917 +4,245	+116%	+$314K	0.04%	270
2020 Q4	$255K	Sell	3,672 -37	-1%	-$2.37K	0.02%	408
2020 Q3	$213K	Buy	+3,709	New	+$212K	0.02%	364