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Inspirion Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Inspirion Wealth Advisors’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$794K Hold
7,168
– – 0.09% 87
2026
Q1 		$688K Hold
7,168
– – 0.09% 88
2025
Q4 		$663K Sell
7,168
-469
-6% -$43.1K 0.08% 90
2025
Q3 		$670K Sell
7,637
-1,200
-14% -$108K 0.09% 84
2025
Q2 		$768K Buy
8,837
+1,200
+16% +$98.1K 0.1% 73
2025
Q1 		$607K Sell
7,637
-3,270
-30% -$281K 0.08% 85
2024
Q4 		$954K Buy
10,907
+3,270
+43% +$294K 0.13% 61
2024
Q3 		$670K Hold
7,637
– – 0.09% 84
2024
Q2 		$642K Buy
7,637
+180
+2% +$15.2K 0.1% 77
2024
Q1 		$651K Buy
7,457
+20
+0.3% +$1.59K 0.11% 78
2023
Q4 		$559K Hold
7,437
– – 0.1% 82
2023
Q3 		$514K Buy
7,437
+30
+0.4% +$2.16K 0.1% 84
2023
Q2 		$531K Buy
7,407
+75
+1% +$5.12K 0.1% 83
2023
Q1 		$502K Sell
7,332
-1,135
-13% -$77.5K 0.1% 81
2022
Q4 		$553K Sell
8,467
-3,310
-28% -$218K 0.12% 74
2022
Q3 		$711K Buy
11,777
+2,204
+23% +$146K 0.16% 58
2022
Q2 		$584K Buy
+9,573
New +$644K 0.13% 70

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WFPG
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YIA
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IRC
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CAMG
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