CIBC Private Wealth Group’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Hold |
1,795
| – | – | ﹤0.01% | 1219 |
|
|
2025
Q1 | $126K | Hold |
1,795
| – | – | ﹤0.01% | 1262 |
|
|
2024
Q4 | $158K | Hold |
1,795
| – | – | ﹤0.01% | 1247 |
|
|
2024
Q3 | $157K | Hold |
1,795
| – | – | ﹤0.01% | 1296 |
|
|
2024
Q2 | $150K | Sell |
1,795
-170
| -9% | -$14.2K | ﹤0.01% | 1227 |
|
|
2024
Q1 | $171K | Buy |
+1,965
| New | +$171K | ﹤0.01% | 1193 |
|
|
2022
Q2 | – | Sell |
-3,029
| Closed | -$225K | – | 1256 |
|
|
2022
Q1 | $225K | Hold |
3,029
| – | – | ﹤0.01% | 930 |
|
|
2021
Q4 | $247K | Buy |
3,029
+189
| +7% | +$15.4K | ﹤0.01% | 929 |
|
|
2021
Q3 | $215K | Hold |
2,840
| – | – | ﹤0.01% | 884 |
|
|
2021
Q2 | $220K | Sell |
2,840
-1
| -0% | -$77 | ﹤0.01% | 979 |
|
|
2021
Q1 | $213K | Buy |
+2,841
| New | +$213K | ﹤0.01% | 982 |
|
|
2020
Q1 | – | Sell |
-4,529
| Closed | -$259K | – | 897 |
|
|
2019
Q4 | $259K | Hold |
4,529
| – | – | ﹤0.01% | 827 |
|
|
2019
Q3 | $243K | Hold |
4,529
| – | – | ﹤0.01% | 824 |
|
|
2019
Q2 | $246K | Sell |
4,529
-645
| -12% | -$35K | ﹤0.01% | 854 |
|
|
2019
Q1 | $272K | Sell |
5,174
-495
| -9% | -$26K | ﹤0.01% | 838 |
|
|
2018
Q4 | $260K | Sell |
5,669
-38
| -0.7% | -$1.74K | ﹤0.01% | 792 |
|
|
2018
Q3 | $319K | Sell |
5,707
-1,367
| -19% | -$76.4K | ﹤0.01% | 851 |
|
|
2018
Q2 | $382K | Buy |
7,074
+210
| +3% | +$11.3K | ﹤0.01% | 819 |
|
|
2018
Q1 | $360K | Sell |
6,864
-1,125
| -14% | -$59K | ﹤0.01% | 833 |
|
|
2017
Q4 | $414K | Buy |
7,989
+246
| +3% | +$12.7K | ﹤0.01% | 821 |
|
|
2017
Q3 | $381K | Buy |
+7,743
| New | +$381K | ﹤0.01% | 813 |
|