EFS
Essex Financial Services’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
7,592
+2
| +0% | +$174 | 0.04% | 351 |
|
|
2025
Q1 | $603K | Buy |
7,590
+1
| +0% | +$79 | 0.04% | 337 |
|
|
2024
Q4 | $659K | Buy |
7,589
+2
| +0% | +$174 | 0.05% | 322 |
|
|
2024
Q3 | $668K | Buy |
7,587
+2
| +0% | +$176 | 0.05% | 320 |
|
|
2024
Q2 | $630K | Sell |
7,585
-398
| -5% | -$33K | 0.05% | 324 |
|
|
2024
Q1 | $697K | Sell |
7,983
-122
| -2% | -$10.6K | 0.06% | 261 |
|
|
2023
Q4 | $613K | Sell |
8,105
-762
| -9% | -$57.7K | 0.06% | 265 |
|
|
2023
Q3 | $613K | Hold |
8,867
| – | – | 0.07% | 248 |
|
|
2023
Q2 | $635K | Hold |
8,867
| – | – | 0.07% | 245 |
|
|
2023
Q1 | $607K | Buy |
8,867
+1
| +0% | +$68 | 0.06% | 257 |
|
|
2022
Q4 | $579K | Buy |
8,866
+51
| +0.6% | +$3.33K | 0.06% | 253 |
|
|
2022
Q3 | $532K | Sell |
8,815
-25
| -0.3% | -$1.51K | 0.06% | 243 |
|
|
2022
Q2 | $539K | Hold |
8,840
| – | – | 0.06% | 261 |
|
|
2022
Q1 | $656K | Buy |
8,840
+1,595
| +22% | +$118K | 0.06% | 245 |
|
|
2021
Q4 | $591K | Hold |
7,245
| – | – | 0.06% | 258 |
|
|
2021
Q3 | $548K | Buy |
7,245
+1,272
| +21% | +$96.2K | 0.06% | 255 |
|
|
2021
Q2 | $449K | Hold |
5,973
| – | – | 0.07% | 250 |
|
|
2021
Q1 | $449K | Buy |
5,973
+2,371
| +66% | +$178K | 0.08% | 205 |
|
|
2020
Q4 | $250K | Buy |
+3,602
| New | +$250K | 0.05% | 273 |
|