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