Goldstone Financial Group’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	$4.58M	Sell	47,732 -32,911	-41%	-$3.23M	0.5%	47
2025 Q4	$7.45M	Buy	80,643 +2,838	+4%	+$261K	0.83%	36
2025 Q3	$7.12M	Buy	77,805 +3,147	+4%	+$283K	0.84%	36
2025 Q2	$6.62M	Buy	74,658 +1,025	+1%	+$83.8K	0.87%	35
2025 Q1	$5.85M	Buy	73,633 +2,723	+4%	+$234K	0.89%	34
2024 Q4	$6.16M	Buy	70,910 +16,516	+30%	+$1.49M	0.97%	32
2024 Q3	$4.77M	Buy	54,394 +7,698	+16%	+$657K	0.83%	35
2024 Q2	$3.93M	Buy	46,696 +6,512	+16%	+$550K	0.79%	34
2024 Q1	$3.51M	Buy	40,184 +8,485	+27%	+$676K	0.8%	33
2023 Q4	$2.4M	Buy	31,699 +9,200	+41%	+$645K	0.62%	37
2023 Q3	$1.56M	Buy	22,499 +3,704	+20%	+$267K	0.46%	42
2023 Q2	$1.35M	Buy	18,795 +3,095	+20%	+$211K	0.4%	48
2023 Q1	$1.07M	Buy	+15,700	New	+$1.07M	0.35%	49