Key Financial Inc’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	$1.52M	Sell	15,837 -1,631	-9%	-$160K	0.27%	68
2025 Q4	$1.61M	Sell	17,468 -934	-5%	-$85.8K	0.29%	61
2025 Q3	$1.69M	Sell	18,402 -56	-0.3%	-$5.04K	0.31%	64
2025 Q2	$1.6M	Sell	18,458 -31	-0.2%	-$2.53K	0.32%	59
2025 Q1	$1.47M	Sell	18,489 -67	-0.4%	-$5.76K	0.32%	59
2024 Q4	$1.61M	Sell	18,556 -732	-4%	-$65.8K	0.37%	55
2024 Q3	$1.69M	Sell	19,288 -416	-2%	-$35.5K	0.37%	53
2024 Q2	$1.66M	Buy	19,704 +1,018	+5%	+$86K	0.4%	50
2024 Q1	$1.63M	Sell	18,686 -201	-1%	-$16K	0.42%	49
2023 Q4	$1.43M	Sell	18,887 -1,985	-10%	-$139K	0.39%	53
2023 Q3	$1.44M	Sell	20,872 -307	-1%	-$22.1K	0.49%	46
2023 Q2	$1.52M	Sell	21,179 -927	-4%	-$63.3K	0.5%	44
2023 Q1	$1.51M	Sell	22,106 -9,513	-30%	-$650K	0.55%	38
2022 Q4	$1.91M	Hold	31,619	–	–	0.9%	23
2022 Q3	$1.91M	Buy	31,619 +8,567	+37%	+$566K	0.9%	23
2022 Q2	$1.42M	Buy	23,052 +3,151	+16%	+$212K	0.77%	26
2022 Q1	$1.48M	Buy	19,901 +1,954	+11%	+$145K	0.73%	28
2021 Q4	$1.46M	Buy	17,947 +5,132	+40%	+$411K	0.73%	28
2021 Q3	$969K	Buy	12,815 +1,297	+11%	+$101K	0.55%	32
2021 Q2	$901K	Buy	11,518 +2,557	+29%	+$197K	0.5%	36
2021 Q1	$673K	Buy	8,961 +7,885	+733%	+$582K	0.44%	44
2020 Q4	$75K	Buy	+1,076	New	+$68.9K	0.06%	211