IFP Advisors’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 | $889K | Buy |
10,229
+5,958
| +139% | +$518K | 0.03% | 620 |
|
2025
Q1 | $339K | Buy |
4,271
+2
| +0% | +$159 | 0.01% | 931 |
|
2024
Q4 | $371K | Sell |
4,269
-3,508
| -45% | -$305K | 0.01% | 860 |
|
2024
Q3 | $682K | Buy |
7,777
+218
| +3% | +$19.1K | 0.02% | 582 |
|
2024
Q2 | $635K | Sell |
7,559
-83
| -1% | -$6.98K | 0.03% | 579 |
|
2024
Q1 | $667K | Buy |
7,642
+35
| +0.5% | +$3.06K | 0.03% | 527 |
|
2023
Q4 | $576K | Sell |
7,607
-690
| -8% | -$52.2K | 0.03% | 540 |
|
2023
Q3 | $574K | Sell |
8,297
-27
| -0.3% | -$1.87K | 0.03% | 547 |
|
2023
Q2 | $596K | Buy |
8,324
+203
| +2% | +$14.5K | 0.02% | 594 |
|
2023
Q1 | $928K | Sell |
8,121
-30,432
| -79% | -$3.48M | 0.04% | 416 |
|
2022
Q4 | $4.41M | Sell |
38,553
-603
| -2% | -$68.9K | 0.12% | 166 |
|
2022
Q3 | $4.48M | Buy |
39,156
+17,124
| +78% | +$1.96M | 0.12% | 178 |
|
2022
Q2 | $2.52M | Hold |
22,032
| – | – | 0.08% | 291 |
|
2022
Q1 | $2.52M | Buy |
22,032
+11,168
| +103% | +$1.28M | 0.08% | 291 |
|
2021
Q4 | $891K | Buy |
10,864
+99
| +0.9% | +$8.12K | 0.02% | 427 |
|
2021
Q3 | $819K | Buy |
10,765
+8
| +0.1% | +$609 | 0.02% | 430 |
|
2021
Q2 | $833K | Sell |
10,757
-18,314
| -63% | -$1.42M | 0.02% | 414 |
|
2021
Q1 | $2.18M | Sell |
29,071
-2,093
| -7% | -$157K | 0.04% | 209 |
|
2020
Q4 | $2.16M | Buy |
31,164
+21,757
| +231% | +$1.51M | 0.09% | 196 |
|
2020
Q3 | $541K | Sell |
9,407
-33,234
| -78% | -$1.91M | 0.03% | 411 |
|
2020
Q2 | $2.27M | Buy |
42,641
+36,264
| +569% | +$1.93M | 0.18% | 126 |
|
2020
Q1 | $271K | Sell |
6,377
-24,825
| -80% | -$1.05M | 0.03% | 482 |
|
2019
Q4 | $1.79M | Sell |
31,202
-17,732
| -36% | -$1.02M | 0.13% | 184 |
|
2019
Q3 | $2.62M | Buy |
+48,934
| New | +$2.62M | 0.18% | 131 |
|
2019
Q1 | $942K | Sell |
17,922
-8,488
| -32% | -$446K | 0.13% | 171 |
|
2018
Q4 | $1.2M | Buy |
26,410
+3,497
| +15% | +$158K | 0.07% | 304 |
|
2018
Q3 | $1.28M | Buy |
22,913
+18,404
| +408% | +$1.03M | 0.05% | 363 |
|
2018
Q2 | $244K | Buy |
4,509
+990
| +28% | +$53.6K | 0.01% | 958 |
|
2018
Q1 | $182K | Hold |
3,519
| – | – | 0.01% | 1032 |
|
2017
Q4 | $182K | Buy |
3,519
+24
| +0.7% | +$1.24K | 0.01% | 1031 |
|
2017
Q3 | $172K | Sell |
3,495
-1,002
| -22% | -$49.3K | 0.01% | 1226 |
|
2017
Q2 | $215K | Sell |
4,497
-8,112
| -64% | -$388K | 0.01% | 1093 |
|
2017
Q1 | $585K | Buy |
12,609
+2,550
| +25% | +$118K | 0.03% | 605 |
|
2016
Q4 | $446K | Buy |
10,059
+237
| +2% | +$10.5K | 0.02% | 667 |
|
2016
Q3 | $418K | Buy |
9,822
+1,338
| +16% | +$56.9K | 0.02% | 637 |
|
2016
Q2 | $348K | Sell |
8,484
-45,282
| -84% | -$1.86M | 0.02% | 702 |
|
2016
Q1 | $942K | Buy |
53,766
+45,963
| +589% | +$805K | 0.13% | 171 |
|
2015
Q4 | $306K | Buy |
+7,803
| New | +$306K | 0.02% | 655 |
|