Beaumont Financial 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	$237K	Hold	2,469	–	–	0.02%	331
2025 Q4	$228K	Hold	2,469	–	–	0.02%	341
2025 Q3	$226K	Hold	2,469	–	–	0.02%	372
2025 Q2	$214K	Sell	2,469 -61	-2%	-$4.99K	0.02%	357
2025 Q1	$201K	Hold	2,530	–	–	0.02%	357
2024 Q4	$220K	Hold	2,530	–	–	0.02%	341
2024 Q3	$222K	Hold	2,530	–	–	0.02%	326
2024 Q2	$213K	Sell	2,530 -204	-7%	-$17.2K	0.02%	340
2024 Q1	$239K	Hold	2,734	–	–	0.02%	321
2023 Q4	$207K	Sell	2,734 -305	-10%	-$21.4K	0.02%	326
2023 Q3	$210K	Sell	3,039 -853	-22%	-$61.5K	0.02%	301
2023 Q2	$279K	Sell	3,892 -624	-14%	-$42.6K	0.03%	275
2023 Q1	$309K	Sell	4,516 -715	-14%	-$48.8K	0.03%	245
2022 Q4	$342K	Sell	5,231 -9	-0.2%	-$592	0.03%	225
2022 Q3	$316K	Buy	+5,240	New	+$346K	0.03%	227