Chicago Partners Investment Group’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	$7.74M	Buy	74,312 +3,788	+5%	+$371K	0.17%	108
2025 Q4	$6.91M	Buy	70,524 +1,833	+3%	+$168K	0.17%	114
2025 Q3	$6.35M	Buy	68,691 +5,933	+9%	+$533K	0.17%	120
2025 Q2	$5.63M	Buy	62,758 +6,457	+11%	+$528K	0.16%	131
2025 Q1	$4.58M	Buy	56,301 +5,604	+11%	+$482K	0.15%	137
2024 Q4	$4.45M	Buy	50,697 +1,751	+4%	+$158K	0.15%	129
2024 Q3	$4.28M	Buy	48,946 +1,209	+3%	+$103K	0.15%	124
2024 Q2	$4.15M	Buy	47,737 +4,890	+11%	+$413K	0.16%	126
2024 Q1	$3.56M	Buy	42,847 +7,298	+21%	+$582K	0.15%	127
2023 Q4	$2.68M	Buy	35,549 +5,009	+16%	+$351K	0.12%	149
2023 Q3	$2.01M	Buy	30,540 +540	+2%	+$38.9K	0.11%	180
2023 Q2	$2.2M	Buy	30,000 +1,845	+7%	+$126K	0.11%	170
2023 Q1	$1.93M	Buy	28,155 +2,728	+11%	+$186K	0.11%	177
2022 Q4	$1.81M	Buy	25,427 +17,411	+217%	+$1.15M	0.11%	179
2022 Q3	$525K	Sell	8,016 -2,019	-20%	-$133K	0.04%	325
2022 Q2	$689K	Buy	10,035 +1,213	+14%	+$81.6K	0.05%	282
2022 Q1	$567K	Buy	8,822 +1,448	+20%	+$107K	0.04%	295
2021 Q4	$540K	Buy	7,374 +1,654	+29%	+$133K	0.04%	320
2021 Q3	$476K	Buy	5,720 +1,925	+51%	+$150K	0.03%	346
2021 Q2	$293K	Buy	3,795 +142	+4%	+$10.9K	0.02%	432
2021 Q1	$292K	Buy	+3,653	New	+$270K	0.02%	403
2018 Q1	–	Sell	-573	Closed	-$30K	–	937
2017 Q4	$30K	Buy	+573	New	+$29.3K	﹤0.01%	543