Financial Advocates Investment Management’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.78M | Sell |
55,022
-11,765
| -18% | -$1.02M | 0.39% | 51 |
|
2025
Q1 | $5.31M | Buy |
66,787
+59,871
| +866% | +$4.76M | 0.37% | 52 |
|
2024
Q4 | $601K | Buy |
6,916
+58
| +0.8% | +$5.04K | 0.03% | 402 |
|
2024
Q3 | $602K | Hold |
6,858
| – | – | 0.03% | 406 |
|
2024
Q2 | $577K | Buy |
6,858
+40
| +0.6% | +$3.36K | 0.04% | 401 |
|
2024
Q1 | $595K | Buy |
6,818
+76
| +1% | +$6.63K | 0.03% | 423 |
|
2023
Q4 | $510K | Sell |
6,742
-1,625
| -19% | -$123K | 0.03% | 424 |
|
2023
Q3 | $542K | Buy |
8,367
+2,099
| +33% | +$136K | 0.04% | 390 |
|
2023
Q2 | $449K | Buy |
6,268
+425
| +7% | +$30.5K | 0.03% | 427 |
|
2023
Q1 | $400K | Buy |
5,843
+246
| +4% | +$16.8K | 0.03% | 471 |
|
2022
Q4 | $366K | Buy |
+5,597
| New | +$366K | 0.03% | 507 |
|
2022
Q2 | – | Sell |
-4,969
| Closed | -$369K | – | 746 |
|
2022
Q1 | $369K | Buy |
4,969
+1,709
| +52% | +$127K | 0.02% | 518 |
|
2021
Q4 | $266K | Buy |
3,260
+250
| +8% | +$20.4K | 0.02% | 653 |
|
2021
Q3 | $228K | Buy |
+3,010
| New | +$228K | 0.02% | 671 |
|
2021
Q2 | – | Sell |
-3,000
| Closed | -$225K | – | 783 |
|
2021
Q1 | $225K | Buy |
3,000
+2
| +0.1% | +$150 | 0.02% | 672 |
|
2020
Q4 | $208K | Buy |
+2,998
| New | +$208K | 0.01% | 671 |
|
2019
Q1 | – | Sell |
-5,201
| Closed | -$238K | – | 465 |
|
2018
Q4 | $238K | Sell |
5,201
-2,987
| -36% | -$137K | 0.03% | 381 |
|
2018
Q3 | $458K | Buy |
8,188
+1
| +0% | +$56 | 0.05% | 299 |
|
2018
Q2 | $443K | Sell |
8,187
-336
| -4% | -$18.2K | 0.05% | 282 |
|
2018
Q1 | $447K | Buy |
8,523
+69
| +0.8% | +$3.62K | 0.06% | 276 |
|
2017
Q4 | $438K | Buy |
+8,454
| New | +$438K | 0.06% | 275 |
|