Linscomb Wealth’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	$2.15M	Sell	22,438 -8,225	-27%	-$806K	0.1%	147
2025 Q4	$2.83M	Buy	30,663 +8,438	+38%	+$775K	0.12%	133
2025 Q3	$2.03M	Sell	22,225 -947	-4%	-$85.1K	0.09%	147
2025 Q2	$2.01M	Sell	23,172 -1,181	-5%	-$96.5K	0.09%	147
2025 Q1	$1.94M	Buy	24,353 +285	+1%	+$24.5K	0.1%	143
2024 Q4	$2.09M	Buy	24,068 +11,890	+98%	+$1.07M	0.1%	141
2024 Q3	$1.07M	Sell	12,178 -61	-0.5%	-$5.21K	0.05%	162
2024 Q2	$1.03M	Sell	12,239 -668	-5%	-$56.4K	0.05%	160
2024 Q1	$1.13M	Sell	12,907 -638	-5%	-$50.9K	0.06%	155
2023 Q4	$1.02M	Sell	13,545 -915	-6%	-$64.2K	0.06%	160
2023 Q3	$1,000K	Sell	14,460 -1,106	-7%	-$79.7K	0.06%	156
2023 Q2	$1.12M	Sell	15,566 -966	-6%	-$66K	0.06%	153
2023 Q1	$1.13M	Buy	16,532 +1,648	+11%	+$113K	0.06%	156
2022 Q4	$972K	Buy	+14,884	New	+$979K	0.05%	178