Creative Planning’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 | $2.85M | Sell |
32,810
-459
| -1% | -$39.9K | ﹤0.01% | 1065 |
|
|
2025
Q1 | $2.64M | Buy |
33,269
+1,519
| +5% | +$121K | ﹤0.01% | 1005 |
|
|
2024
Q4 | $2.76M | Buy |
31,750
+1,766
| +6% | +$153K | ﹤0.01% | 944 |
|
|
2024
Q3 | $2.63M | Sell |
29,984
-54
| -0.2% | -$4.74K | ﹤0.01% | 923 |
|
|
2024
Q2 | $2.52M | Buy |
30,038
+34
| +0.1% | +$2.86K | ﹤0.01% | 883 |
|
|
2024
Q1 | $2.62M | Buy |
30,004
+278
| +0.9% | +$24.3K | ﹤0.01% | 858 |
|
|
2023
Q4 | $2.25M | Sell |
29,726
-13,342
| -31% | -$1.01M | ﹤0.01% | 877 |
|
|
2023
Q3 | $2.98M | Buy |
43,068
+7,240
| +20% | +$501K | ﹤0.01% | 695 |
|
|
2023
Q2 | $2.57M | Buy |
35,828
+1,190
| +3% | +$85.3K | ﹤0.01% | 718 |
|
|
2023
Q1 | $2.37M | Sell |
34,638
-11,123
| -24% | -$761K | ﹤0.01% | 718 |
|
|
2022
Q4 | $2.99M | Buy |
45,761
+10,049
| +28% | +$657K | ﹤0.01% | 615 |
|
|
2022
Q3 | $2.16M | Buy |
35,712
+3,141
| +10% | +$190K | ﹤0.01% | 678 |
|
|
2022
Q2 | $1.99M | Sell |
32,571
-520
| -2% | -$31.7K | ﹤0.01% | 719 |
|
|
2022
Q1 | $2.46M | Buy |
33,091
+21,279
| +180% | +$1.58M | ﹤0.01% | 656 |
|
|
2021
Q4 | $963K | Buy |
11,812
+570
| +5% | +$46.5K | ﹤0.01% | 979 |
|
|
2021
Q3 | $850K | Buy |
11,242
+983
| +10% | +$74.3K | ﹤0.01% | 1030 |
|
|
2021
Q2 | $795K | Sell |
10,259
-3,180
| -24% | -$246K | ﹤0.01% | 1035 |
|
|
2021
Q1 | $1.01M | Sell |
13,439
-300
| -2% | -$22.5K | ﹤0.01% | 1005 |
|
|
2020
Q4 | $953K | Buy |
13,739
+711
| +5% | +$49.3K | ﹤0.01% | 968 |
|
|
2020
Q3 | $748K | Buy |
13,028
+7,855
| +152% | +$451K | ﹤0.01% | 920 |
|
|
2020
Q2 | $278K | Sell |
5,173
-1,202
| -19% | -$64.6K | ﹤0.01% | 1342 |
|
|
2020
Q1 | $273K | Sell |
6,375
-905
| -12% | -$38.8K | ﹤0.01% | 1203 |
|
|
2019
Q4 | $416K | Buy |
7,280
+694
| +11% | +$39.7K | ﹤0.01% | 1206 |
|
|
2019
Q3 | $354K | Buy |
6,586
+1,075
| +20% | +$57.8K | ﹤0.01% | 1255 |
|
|
2019
Q2 | $299K | Buy |
5,511
+191
| +4% | +$10.4K | ﹤0.01% | 1367 |
|
|
2019
Q1 | $280K | Sell |
5,320
-299
| -5% | -$15.7K | ﹤0.01% | 1357 |
|
|
2018
Q4 | $258K | Sell |
5,619
-536
| -9% | -$24.6K | ﹤0.01% | 1322 |
|
|
2018
Q3 | $344K | Buy |
6,155
+735
| +14% | +$41.1K | ﹤0.01% | 1300 |
|
|
2018
Q2 | $293K | Buy |
5,420
+599
| +12% | +$32.4K | ﹤0.01% | 1377 |
|
|
2018
Q1 | $253K | Buy |
4,821
+528
| +12% | +$27.7K | ﹤0.01% | 1442 |
|
|
2017
Q4 | $223K | Buy |
+4,293
| New | +$223K | ﹤0.01% | 1522 |
|
|
2017
Q3 | – | Sell |
-3,522
| Closed | -$168K | – | 2881 |
|
|
2017
Q2 | $168K | Buy |
3,522
+921
| +35% | +$43.9K | ﹤0.01% | 1616 |
|
|
2017
Q1 | $121K | Hold |
2,601
| – | – | ﹤0.01% | 1822 |
|
|
2016
Q4 | $115K | Hold |
2,601
| – | – | ﹤0.01% | 1756 |
|
|
2016
Q3 | $111K | Hold |
2,601
| – | – | ﹤0.01% | 1771 |
|
|
2016
Q2 | $107K | Sell |
2,601
-342
| -12% | -$14.1K | ﹤0.01% | 1630 |
|
|
2016
Q1 | $116K | Hold |
2,943
| – | – | ﹤0.01% | 1529 |
|
|
2015
Q4 | $116K | Sell |
2,943
-210
| -7% | -$8.28K | ﹤0.01% | 1531 |
|
|
2015
Q3 | $122K | Buy |
+3,153
| New | +$122K | ﹤0.01% | 1472 |
|
|
2015
Q2 | – | Sell |
-3,153
| Closed | -$133K | – | 2113 |
|
|
2015
Q1 | $133K | Hold |
3,153
| – | – | ﹤0.01% | 1405 |
|
|
2014
Q4 | $125K | Hold |
3,153
| – | – | ﹤0.01% | 1411 |
|
|
2014
Q3 | $119K | Hold |
3,153
| – | – | ﹤0.01% | 1352 |
|
|
2014
Q2 | $122K | Sell |
3,153
-1,500
| -32% | -$58K | ﹤0.01% | 1305 |
|
|
2014
Q1 | $177K | Buy |
4,653
+1,500
| +48% | +$57.1K | ﹤0.01% | 1061 |
|
|
2013
Q4 | $118K | Hold |
3,153
| – | – | ﹤0.01% | 1110 |
|
|
2013
Q3 | $109K | Hold |
3,153
| – | – | ﹤0.01% | 1069 |
|
|
2013
Q2 | $101K | Buy |
+3,153
| New | +$101K | ﹤0.01% | 983 |
|