Global Retirement Partners’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 | $772K | Buy |
+8,881
| New | +$772K | 0.02% | 576 |
|
|
2024
Q4 | $853K | Buy |
9,822
+2,552
| +35% | +$222K | 0.02% | 490 |
|
|
2024
Q3 | $638K | Buy |
7,270
+739
| +11% | +$64.8K | 0.02% | 567 |
|
|
2024
Q2 | $549K | Sell |
6,531
-22,094
| -77% | -$1.86M | 0.02% | 580 |
|
|
2024
Q1 | $2.5M | Buy |
28,625
+10,877
| +61% | +$949K | 0.09% | 215 |
|
|
2023
Q4 | $1.32M | Sell |
17,748
-12,213
| -41% | -$909K | 0.06% | 285 |
|
|
2023
Q3 | $2.03M | Buy |
29,961
+23,397
| +356% | +$1.58M | 0.1% | 187 |
|
|
2023
Q2 | $470K | Sell |
6,564
-556
| -8% | -$39.8K | 0.02% | 453 |
|
|
2023
Q1 | $479K | Buy |
7,120
+5,817
| +446% | +$391K | 0.03% | 440 |
|
|
2022
Q4 | $85.1K | Sell |
1,303
-1,639
| -56% | -$107K | 0.01% | 864 |
|
|
2022
Q3 | $194K | Buy |
2,942
+192
| +7% | +$12.7K | 0.01% | 571 |
|
|
2022
Q2 | $168K | Buy |
2,750
+78
| +3% | +$4.77K | 0.01% | 599 |
|
|
2022
Q1 | $170K | Buy |
+2,672
| New | +$170K | 0.01% | 595 |
|
|
2021
Q4 | – | Sell |
-1,777
| Closed | -$134K | – | 1171 |
|
|
2021
Q3 | $134K | Buy |
1,777
+71
| +4% | +$5.35K | 0.01% | 566 |
|
|
2021
Q2 | $132K | Buy |
1,706
+79
| +5% | +$6.11K | 0.01% | 555 |
|
|
2021
Q1 | $122K | Buy |
1,627
+40
| +3% | +$3K | 0.01% | 515 |
|
|
2020
Q4 | $110K | Hold |
1,587
| – | – | 0.01% | 510 |
|
|
2020
Q3 | $91K | Buy |
1,587
+376
| +31% | +$21.6K | 0.01% | 505 |
|
|
2020
Q2 | $65K | Buy |
1,211
+527
| +77% | +$28.3K | 0.01% | 577 |
|
|
2020
Q1 | $29K | Buy |
684
+1
| +0.1% | +$42 | 0.01% | 699 |
|
|
2019
Q4 | $39K | Sell |
683
-1,404
| -67% | -$80.2K | 0.01% | 703 |
|
|
2019
Q3 | $112K | Buy |
2,087
+1,433
| +219% | +$76.9K | 0.02% | 451 |
|
|
2019
Q2 | $36K | Buy |
654
+329
| +101% | +$18.1K | 0.01% | 693 |
|
|
2019
Q1 | $17K | Buy |
325
+58
| +22% | +$3.03K | ﹤0.01% | 882 |
|
|
2018
Q4 | $12K | Buy |
267
+104
| +64% | +$4.67K | ﹤0.01% | 912 |
|
|
2018
Q3 | $9K | Hold |
163
| – | – | ﹤0.01% | 1068 |
|
|
2018
Q2 | $9K | Sell |
163
-80
| -33% | -$4.42K | ﹤0.01% | 1029 |
|
|
2018
Q1 | $13K | Hold |
243
| – | – | ﹤0.01% | 886 |
|
|
2017
Q4 | $13K | Hold |
243
| – | – | ﹤0.01% | 825 |
|
|
2017
Q3 | $12K | Buy |
243
+177
| +268% | +$8.74K | 0.01% | 772 |
|
|
2017
Q2 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 1027 |
|