Cerity Partners’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 | $555K | Sell |
6,393
-1,492
| -19% | -$130K | ﹤0.01% | 1803 |
|
|
2025
Q1 | $627K | Sell |
7,885
-3,405
| -30% | -$271K | ﹤0.01% | 1640 |
|
|
2024
Q4 | $984K | Sell |
11,290
-6
| -0.1% | -$523 | ﹤0.01% | 1416 |
|
|
2024
Q3 | $991K | Buy |
11,296
+2,834
| +33% | +$249K | ﹤0.01% | 1398 |
|
|
2024
Q2 | $711K | Buy |
8,462
+32
| +0.4% | +$2.69K | ﹤0.01% | 1375 |
|
|
2024
Q1 | $700K | Buy |
8,430
+593
| +8% | +$49.2K | ﹤0.01% | 1443 |
|
|
2023
Q4 | $593K | Buy |
7,837
+397
| +5% | +$30K | ﹤0.01% | 1195 |
|
|
2023
Q3 | $514K | Sell |
7,440
-608
| -8% | -$42K | ﹤0.01% | 969 |
|
|
2023
Q2 | $577K | Sell |
8,048
-447
| -5% | -$32K | ﹤0.01% | 1124 |
|
|
2023
Q1 | $581K | Buy |
+8,495
| New | +$581K | ﹤0.01% | 1223 |
|
|
2020
Q4 | – | Sell |
-13,658
| Closed | -$784K | – | 651 |
|
|
2020
Q3 | $784K | Sell |
13,658
-14,625
| -52% | -$840K | 0.03% | 268 |
|
|
2020
Q2 | $1.52M | Sell |
28,283
-13,080
| -32% | -$703K | 0.08% | 156 |
|
|
2020
Q1 | $1.77M | Sell |
41,363
-4,067
| -9% | -$174K | 0.11% | 138 |
|
|
2019
Q4 | $2.59M | Buy |
45,430
+2,796
| +7% | +$160K | 0.13% | 136 |
|
|
2019
Q3 | $2.29M | Buy |
42,634
+15,041
| +55% | +$808K | 0.13% | 148 |
|
|
2019
Q2 | $1.5M | Buy |
+27,593
| New | +$1.5M | 0.09% | 187 |
|