Lewis Asset 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 | $997K | Sell |
11,471
-13
| -0.1% | -$1.13K | 0.47% | 54 |
|
2025
Q1 | $913K | Sell |
11,484
-281
| -2% | -$22.3K | 0.75% | 32 |
|
2024
Q4 | $1.02M | Sell |
11,765
-846
| -7% | -$73.5K | 0.78% | 27 |
|
2024
Q3 | $1.11M | Sell |
12,611
-369
| -3% | -$32.4K | 0.81% | 28 |
|
2024
Q2 | $1.09M | Sell |
12,980
-275
| -2% | -$23.1K | 0.83% | 22 |
|
2024
Q1 | $1.16M | Sell |
13,255
-261
| -2% | -$22.8K | 0.95% | 22 |
|
2023
Q4 | $1.02M | Buy |
+13,516
| New | +$1.02M | 0.94% | 24 |
|