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