EP Wealth Advisors’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
Q2 | $658K | Sell |
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2025
Q1 | $602K | Sell |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $961K | Buy |
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|
2024
Q2 | $552K | Buy |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $496K | Buy |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $8.49M | Buy |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $594K | Sell |
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|
2021
Q3 | $585K | Buy |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $331K | Sell |
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|
2019
Q4 | $685K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.63M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $236K | Buy |
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