GIA
Gladstone Institutional Advisory’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 | $3.69M | Buy |
42,460
+1,097
| +3% | +$95.3K | 0.15% | 152 |
|
|
2025
Q1 | $3.29M | Sell |
41,363
-112
| -0.3% | -$8.9K | 0.15% | 158 |
|
|
2024
Q4 | $3.6M | Sell |
41,475
-3,357
| -7% | -$292K | 0.17% | 142 |
|
|
2024
Q3 | $3.93M | Sell |
44,832
-1,515
| -3% | -$133K | 0.19% | 126 |
|
|
2024
Q2 | $3.9M | Sell |
46,347
-2,464
| -5% | -$207K | 0.2% | 136 |
|
|
2024
Q1 | $4.26M | Sell |
48,811
-1,209
| -2% | -$106K | 0.23% | 116 |
|
|
2023
Q4 | $3.78M | Buy |
50,020
+578
| +1% | +$43.7K | 0.21% | 125 |
|
|
2023
Q3 | $3.42M | Sell |
49,442
-2,903
| -6% | -$201K | 0.22% | 116 |
|
|
2023
Q2 | $3.75M | Sell |
52,345
-525
| -1% | -$37.6K | 0.23% | 114 |
|
|
2023
Q1 | $3.62M | Sell |
52,870
-1,533
| -3% | -$105K | 0.23% | 128 |
|
|
2022
Q4 | $3.55M | Sell |
54,403
-3,665
| -6% | -$239K | 0.25% | 113 |
|
|
2022
Q3 | $3.5M | Buy |
58,068
+11,413
| +24% | +$689K | 0.27% | 94 |
|
|
2022
Q2 | $2.84M | Buy |
46,655
+440
| +1% | +$26.8K | 0.22% | 110 |
|
|
2022
Q1 | $3.43M | Buy |
46,215
+3,233
| +8% | +$240K | 0.23% | 116 |
|
|
2021
Q4 | $3.5M | Buy |
42,982
+1,801
| +4% | +$147K | 0.27% | 105 |
|
|
2021
Q3 | $3.12M | Buy |
41,181
+589
| +1% | +$44.6K | 0.3% | 87 |
|
|
2021
Q2 | $3.15M | Sell |
40,592
-3,768
| -8% | -$292K | 0.37% | 70 |
|
|
2021
Q1 | $3.33M | Buy |
44,360
+1,758
| +4% | +$132K | 0.52% | 53 |
|
|
2020
Q4 | $2.95M | Buy |
42,602
+1,332
| +3% | +$92.4K | 0.59% | 41 |
|
|
2020
Q3 | $2.37M | Sell |
41,270
-40,502
| -50% | -$2.32M | 0.57% | 38 |
|
|
2020
Q2 | $4.4M | Sell |
81,772
-44,092
| -35% | -$2.37M | 1.12% | 24 |
|
|
2020
Q1 | $5.39M | Buy |
125,864
+29,076
| +30% | +$1.25M | 1.39% | 17 |
|
|
2019
Q4 | $5.53M | Buy |
96,788
+3,500
| +4% | +$200K | 1.35% | 19 |
|
|
2019
Q3 | $5.01M | Buy |
93,288
+1,397
| +2% | +$75K | 1.27% | 19 |
|
|
2019
Q2 | $4.99M | Buy |
91,891
+9,964
| +12% | +$541K | 1.52% | 14 |
|
|
2019
Q1 | $4.31M | Buy |
+81,927
| New | +$4.31M | 1.58% | 15 |
|