Farther Finance Advisors’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	$3.6M	Buy	37,068 +29,857	+414%	+$2.93M	0.03%	438
2025 Q4	$667K	Sell	7,211 -262	-4%	-$24.1K	0.01%	1135
2025 Q3	$684K	Sell	7,473 -2,635	-26%	-$237K	0.01%	917
2025 Q2	$878K	Sell	10,108 -5,753	-36%	-$470K	0.02%	650
2025 Q1	$1.27M	Buy	15,861 +15,181	+2,233%	+$1.31M	0.03%	424
2024 Q4	$59.1K	Sell	680 -458	-40%	-$41.2K	﹤0.01%	1572
2024 Q3	$99.8K	Buy	1,138 +806	+243%	+$68.8K	﹤0.01%	1300
2024 Q2	$27.6K	Buy	+332	New	+$28K	﹤0.01%	1653
2024 Q1	–	Sell	-1	Closed	-$76	–	3681
2023 Q4	$76	Hold	1	–	–	﹤0.01%	3339
2023 Q3	$69	Hold	1	–	–	﹤0.01%	2558
2023 Q2	$72	Sell	1 -50	-98%	-$3.42K	﹤0.01%	2447
2023 Q1	$3.49K	Buy	51 +17	+50%	+$1.16K	﹤0.01%	1444
2022 Q4	$2.22K	Buy	+34	New	+$2.24K	﹤0.01%	1415