IHT Wealth Management’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 | $833K | Buy |
9,589
+46
| +0.5% | +$4K | 0.02% | 550 |
|
|
2025
Q1 | $758K | Sell |
9,543
-60
| -0.6% | -$4.77K | 0.02% | 548 |
|
|
2024
Q4 | $834K | Buy |
9,603
+725
| +8% | +$63K | 0.03% | 514 |
|
|
2024
Q3 | $779K | Sell |
8,878
-6,392
| -42% | -$561K | 0.02% | 578 |
|
|
2024
Q2 | $1.28M | Sell |
15,270
-20,667
| -58% | -$1.74M | 0.05% | 362 |
|
|
2024
Q1 | $3.14M | Buy |
35,937
+14,054
| +64% | +$1.23M | 0.13% | 160 |
|
|
2023
Q4 | $1.66M | Buy |
21,883
+1,587
| +8% | +$120K | 0.07% | 258 |
|
|
2023
Q3 | $1.4M | Sell |
20,296
-1,029
| -5% | -$71.1K | 0.07% | 271 |
|
|
2023
Q2 | $1.53M | Buy |
21,325
+82
| +0.4% | +$5.88K | 0.08% | 237 |
|
|
2023
Q1 | $1.45M | Buy |
21,243
+1,604
| +8% | +$110K | 0.08% | 231 |
|
|
2022
Q4 | $1.28M | Sell |
19,639
-227
| -1% | -$14.8K | 0.08% | 249 |
|
|
2022
Q3 | $1.2M | Buy |
19,866
+6,372
| +47% | +$385K | 0.09% | 244 |
|
|
2022
Q2 | $823K | Buy |
13,494
+3,365
| +33% | +$205K | 0.07% | 275 |
|
|
2022
Q1 | $752K | Sell |
10,129
-1,740
| -15% | -$129K | 0.06% | 320 |
|
|
2021
Q4 | $968K | Sell |
11,869
-114,412
| -91% | -$9.33M | 0.07% | 266 |
|
|
2021
Q3 | $9.55M | Sell |
126,281
-41,918
| -25% | -$3.17M | 0.78% | 19 |
|
|
2021
Q2 | $13M | Buy |
168,199
+10,970
| +7% | +$850K | 0.83% | 20 |
|
|
2021
Q1 | $11.8M | Sell |
157,229
-160
| -0.1% | -$12K | 0.85% | 21 |
|
|
2020
Q4 | $10.9M | Sell |
157,389
-37,825
| -19% | -$2.62M | 0.91% | 15 |
|
|
2020
Q3 | $11.2M | Buy |
195,214
+187,887
| +2,564% | +$10.8M | 1.12% | 13 |
|
|
2020
Q2 | $394K | Buy |
+7,327
| New | +$394K | 0.05% | 340 |
|
|
2018
Q2 | – | Sell |
-3,609
| Closed | -$185K | – | 978 |
|
|
2018
Q1 | $185K | Sell |
3,609
-6
| -0.2% | -$308 | 0.05% | 357 |
|
|
2017
Q4 | $193K | Buy |
3,615
+3,504
| +3,157% | +$187K | 0.05% | 354 |
|
|
2017
Q3 | $6K | Sell |
111
-1,869
| -94% | -$101K | ﹤0.01% | 1064 |
|
|
2017
Q2 | $10 | Buy |
1,980
+1,680
| +560% | +$8 | ﹤0.01% | 976 |
|
|
2017
Q1 | $4K | Buy |
300
+165
| +122% | +$2.2K | ﹤0.01% | 991 |
|
|
2016
Q4 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 885 |
|