Broadview Financial Management’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
16,238
+136
| +0.8% | +$11.8K | 0.96% | 23 |
|
|
2025
Q1 | $1.28M | Buy |
16,102
+336
| +2% | +$26.7K | 0.95% | 22 |
|
|
2024
Q4 | $1.37M | Sell |
15,766
-426
| -3% | -$37K | 0.98% | 23 |
|
|
2024
Q3 | $1.42M | Sell |
16,192
-7
| -0% | -$614 | 0.96% | 24 |
|
|
2024
Q2 | $1.36M | Sell |
16,199
-946
| -6% | -$79.5K | 0.99% | 24 |
|
|
2024
Q1 | $1.5M | Sell |
17,145
-377
| -2% | -$32.9K | 1.09% | 23 |
|
|
2023
Q4 | $1.33M | Buy |
17,522
+520
| +3% | +$39.3K | 1.02% | 23 |
|
|
2023
Q3 | $1.18M | Sell |
17,002
-80
| -0.5% | -$5.53K | 1.09% | 21 |
|
|
2023
Q2 | $1.22M | Sell |
17,082
-593
| -3% | -$42.5K | 1.05% | 22 |
|
|
2023
Q1 | $1.21M | Sell |
17,675
-134
| -0.8% | -$9.17K | 1.06% | 22 |
|
|
2022
Q4 | $1.16M | Sell |
17,809
-117
| -0.7% | -$7.65K | 1.05% | 24 |
|
|
2022
Q3 | $1.08M | Buy |
17,926
+262
| +1% | +$15.8K | 1.08% | 23 |
|
|
2022
Q2 | $1.08M | Buy |
17,664
+750
| +4% | +$45.7K | 1% | 23 |
|
|
2022
Q1 | $1.26M | Buy |
16,914
+65
| +0.4% | +$4.82K | 0.93% | 25 |
|
|
2021
Q4 | $1.37M | Sell |
16,849
-338
| -2% | -$27.6K | 0.98% | 23 |
|
|
2021
Q3 | $1.3M | Buy |
17,187
+21
| +0.1% | +$1.59K | 1.01% | 22 |
|
|
2021
Q2 | $1.33M | Sell |
17,166
-724
| -4% | -$56.1K | 1% | 22 |
|
|
2021
Q1 | $1.34M | Sell |
17,890
-2,678
| -13% | -$201K | 1.04% | 23 |
|
|
2020
Q4 | $1.43M | Sell |
20,568
-1,892
| -8% | -$131K | 1.09% | 22 |
|
|
2020
Q3 | $1.29M | Sell |
22,460
-1,017
| -4% | -$58.4K | 1.09% | 23 |
|
|
2020
Q2 | $1.26M | Sell |
23,477
-3,322
| -12% | -$179K | 1.01% | 24 |
|
|
2020
Q1 | $1.15M | Buy |
26,799
+2,699
| +11% | +$116K | 1.03% | 24 |
|
|
2019
Q4 | $1.38M | Buy |
24,100
+4
| +0% | +$228 | 0.96% | 26 |
|
|
2019
Q3 | $1.29M | Buy |
24,096
+1,107
| +5% | +$59.4K | 0.96% | 25 |
|
|
2019
Q2 | $1.25M | Buy |
22,989
+2,130
| +10% | +$116K | 0.94% | 27 |
|
|
2019
Q1 | $1.1M | Buy |
20,859
+7,580
| +57% | +$398K | 0.85% | 27 |
|
|
2018
Q4 | $609K | Sell |
13,279
-4,230
| -24% | -$194K | 0.54% | 32 |
|
|
2018
Q3 | $980K | Buy |
17,509
+1,409
| +9% | +$78.9K | 0.88% | 22 |
|
|
2018
Q2 | $870K | Buy |
16,100
+998
| +7% | +$53.9K | 0.85% | 22 |
|
|
2018
Q1 | $793K | Buy |
15,102
+1,641
| +12% | +$86.2K | 0.78% | 22 |
|
|
2017
Q4 | $698K | Buy |
+13,461
| New | +$698K | 0.68% | 23 |
|