Confluence Investment Management’s 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
2025
Q3
$22M Buy
2025
Q2
$18M Sell
2025
Q1
$35.1M Sell
2024
Q4
$47.7M Buy
2024
Q3
$42.8M Buy
2024
Q2
$15.5M Sell
2024
Q1
$37.2M Sell
2023
Q4
$32.6M Sell
2023
Q3
$35.4M Buy
2023
Q2
$36.2M Buy
2023
Q1
$24M Buy
2022
Q4
$20.2M Buy
2022
Q3
$4.26M Buy
2022
Q2
$3.99M Sell
2022
Q1
$8.86M Buy
2021
Q4
$7.9M Buy
2021
Q3
$4.96M Buy
2021
Q2
$3.3M Sell
2021
Q1
$4.98M Sell
2020
Q4
$12.4M Sell
2020
Q3
$17.9M Sell
2020
Q2
$18.6M Sell
2020
Q1
$14.9M Buy