Drive 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
2025 Q4	–	Sell	-3,083	Closed	-$282K	–	408
2025 Q3	$282K	Sell	3,083 -1,137	-27%	-$102K	0.06%	243
2025 Q2	$367K	Buy	4,220 +142	+3%	+$11.6K	0.08%	206
2025 Q1	$324K	Sell	4,078 -190	-4%	-$16.3K	0.08%	207
2024 Q4	$371K	Buy	4,268 +222	+5%	+$20K	0.09%	177
2024 Q3	$355K	Sell	4,046 -6,083	-60%	-$519K	0.09%	180
2024 Q2	$851K	Sell	10,129 -517	-5%	-$43.7K	0.23%	83
2024 Q1	$929K	Sell	10,646 -3,034	-22%	-$242K	0.26%	79
2023 Q4	$1.04M	Sell	13,680 -6,634	-33%	-$465K	0.33%	63
2023 Q3	$1.4M	Sell	20,314 -5,334	-21%	-$384K	0.51%	43
2023 Q2	$1.84M	Sell	25,648 -3,136	-11%	-$214K	0.68%	29
2023 Q1	$1.97M	Sell	28,784 -989	-3%	-$67.5K	0.82%	23
2022 Q4	$1.95M	Buy	+29,773	New	+$1.96M	0.97%	14