Denver Wealth Management’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	$699K	Buy	7,283 +414	+6%	+$40.6K	0.24%	51
2025 Q4	$635K	Sell	6,869 -513	-7%	-$47.1K	0.23%	47
2025 Q3	$676K	Sell	7,382 -30	-0.4%	-$2.7K	0.25%	44
2025 Q2	$644K	Sell	7,412 -719	-9%	-$58.8K	0.27%	42
2025 Q1	$646K	Sell	8,131 -13,039	-62%	-$1.12M	0.29%	41
2024 Q4	$1.84M	Buy	21,170 +1,387	+7%	+$125K	0.83%	19
2024 Q3	$1.74M	Buy	19,783 +912	+5%	+$77.9K	0.8%	21
2024 Q2	$1.59M	Buy	18,871 +11,998	+175%	+$1.01M	0.79%	19
2024 Q1	$600K	Sell	6,873 -176	-2%	-$14K	0.31%	44
2023 Q4	$533K	Buy	7,049 +227	+3%	+$15.9K	0.3%	40
2023 Q3	$472K	Buy	6,822 +1,075	+19%	+$77.4K	0.31%	42
2023 Q2	$412K	Sell	5,747 -1,461	-20%	-$99.8K	0.29%	48
2023 Q1	$493K	Sell	7,208 -47,846	-87%	-$3.27M	0.34%	46
2022 Q4	$3.6M	Buy	55,054 +8,647	+19%	+$569K	2.69%	12
2022 Q3	$2.8M	Buy	+46,407	New	+$3.06M	2.65%	11