JFS Wealth Advisors’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 Q2	$58.1K	Buy	518 +114	+28%	+$12.1K	﹤0.01%	520
2026 Q1	$38.8K	Hold	404	–	–	﹤0.01%	576
2025 Q4	$37.3K	Buy	404 +1	+0.2%	+$92	﹤0.01%	598
2025 Q3	$36.9K	Buy	403 +1	+0.2%	+$90	﹤0.01%	567
2025 Q2	$34.9K	Buy	402 +1	+0.2%	+$82	﹤0.01%	540
2025 Q1	$31.9K	Hold	401	–	–	﹤0.01%	556
2024 Q4	$34.8K	Buy	401 +1	+0.3%	+$90	﹤0.01%	525
2024 Q3	$35.1K	Buy	400 +1	+0.3%	+$85	﹤0.01%	527
2024 Q2	$33.5K	Buy	399 +1	+0.3%	+$84	﹤0.01%	489
2024 Q1	$34.7K	Buy	398 +1	+0.3%	+$80	﹤0.01%	505
2023 Q4	$30.1K	Buy	397 +1	+0.3%	+$70	﹤0.01%	496
2023 Q3	$27.4K	Buy	396 +2	+0.5%	+$144	﹤0.01%	476
2023 Q2	$28.3K	Buy	394 +1	+0.3%	+$68	﹤0.01%	462
2023 Q1	$26.9K	Buy	393 +1	+0.3%	+$68	﹤0.01%	473
2022 Q4	$25.6K	Buy	392 +1	+0.3%	+$66	﹤0.01%	479
2022 Q3	$24K	Buy	391 +2	+0.5%	+$132	﹤0.01%	532
2022 Q2	$24K	Buy	389 +1	+0.3%	+$67	﹤0.01%	549
2022 Q1	$29K	Hold	388	–	–	﹤0.01%	529
2021 Q4	$32K	Buy	388 +23	+6%	+$1.84K	﹤0.01%	496
2021 Q3	$28K	Buy	+365	New	+$28.4K	﹤0.01%	493