Capital Analysts LLC’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	$4.12M	Sell	42,940 -3,354	-7%	-$329K	0.11%	164
2025 Q4	$4.28M	Sell	46,294 -1,143	-2%	-$105K	0.12%	150
2025 Q3	$4.34M	Sell	47,437 -1,098	-2%	-$98.7K	0.13%	143
2025 Q2	$4.22M	Buy	48,535 +29,301	+152%	+$2.4M	0.14%	129
2025 Q1	$1.53M	Buy	19,234 +18,789	+4,222%	+$1.62M	0.06%	220
2024 Q4	$39K	Sell	445 -96	-18%	-$8.64K	﹤0.01%	807
2024 Q3	$47K	Hold	541	–	–	﹤0.01%	742
2024 Q2	$45K	Hold	541	–	–	﹤0.01%	730
2024 Q1	$47K	Buy	541 +161	+42%	+$12.8K	﹤0.01%	673
2023 Q4	$29K	Sell	380 -56	-13%	-$3.93K	﹤0.01%	753
2023 Q3	$30K	Sell	436 -9	-2%	-$648	﹤0.01%	711
2023 Q2	$32K	Sell	445 -7,979	-95%	-$545K	﹤0.01%	653
2023 Q1	$577K	Sell	8,424 -3,842	-31%	-$262K	0.03%	279
2022 Q4	$801K	Buy	12,266 +11,869	+2,990%	+$781K	0.05%	241
2022 Q3	$24K	Buy	+397	New	+$26.2K	﹤0.01%	695
2022 Q1	–	Sell	-100	Closed	-$8K	–	995
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	836
2021 Q3	$8K	Hold	100	–	–	﹤0.01%	817
2021 Q2	$8K	Buy	100 +72	+257%	+$5.54K	﹤0.01%	775
2021 Q1	$2K	Buy	+28	New	+$2.07K	﹤0.01%	975