HB Wealth Management’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	$340K	Hold	3,546	–	–	﹤0.01%	1153
2025 Q4	$328K	Hold	3,546	–	–	﹤0.01%	1098
2025 Q3	$325K	Sell	3,546 -51	-1%	-$4.58K	﹤0.01%	1036
2025 Q2	$312K	Hold	3,597	–	–	﹤0.01%	925
2025 Q1	$286K	Hold	3,597	–	–	﹤0.01%	991
2024 Q4	$313K	Hold	3,597	–	–	﹤0.01%	801
2024 Q3	$316K	Hold	3,597	–	–	﹤0.01%	740
2024 Q2	$302K	Hold	3,597	–	–	﹤0.01%	708
2024 Q1	$314K	Sell	3,597 -37	-1%	-$2.95K	﹤0.01%	641
2023 Q4	$275K	Buy	3,634 +88	+2%	+$6.17K	﹤0.01%	641
2023 Q3	$245K	Sell	3,546 -131	-4%	-$9.44K	﹤0.01%	632
2023 Q2	$263K	Hold	3,677	–	–	﹤0.01%	587
2023 Q1	$252K	Buy	3,677 +131	+4%	+$8.95K	﹤0.01%	587
2022 Q4	$232K	Hold	3,546	–	–	﹤0.01%	599
2022 Q3	$214K	Hold	3,546	–	–	﹤0.01%	530
2022 Q2	$216K	Sell	3,546 -40	-1%	-$2.69K	﹤0.01%	530
2022 Q1	$266K	Buy	+3,586	New	+$265K	﹤0.01%	482