Measured Wealth Private Client Group’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 | $226K | Buy |
2,598
+2
| +0.1% | +$174 | 0.07% | 166 |
|
|
2025
Q1 | $206K | Sell |
2,596
-11
| -0.4% | -$874 | 0.07% | 166 |
|
|
2024
Q4 | $227K | Sell |
2,607
-15
| -0.6% | -$1.3K | 0.07% | 162 |
|
|
2024
Q3 | $230K | Sell |
2,622
-7,433
| -74% | -$652K | 0.08% | 160 |
|
|
2024
Q2 | $845K | Sell |
10,055
-1,352
| -12% | -$114K | 0.3% | 50 |
|
|
2024
Q1 | $996K | Sell |
11,407
-3,918
| -26% | -$342K | 0.35% | 42 |
|
|
2023
Q4 | $1.16M | Sell |
15,325
-1,272
| -8% | -$96.3K | 0.43% | 28 |
|
|
2023
Q3 | $1.15M | Sell |
16,597
-8
| -0% | -$553 | 0.46% | 31 |
|
|
2023
Q2 | $1.19M | Buy |
16,605
+43
| +0.3% | +$3.08K | 0.45% | 29 |
|
|
2023
Q1 | $1.13M | Sell |
16,562
-377
| -2% | -$25.8K | 0.44% | 34 |
|
|
2022
Q4 | $1.11M | Buy |
16,939
+762
| +5% | +$49.8K | 0.46% | 32 |
|
|
2022
Q3 | $976K | Sell |
16,177
-566
| -3% | -$34.1K | 0.43% | 35 |
|
|
2022
Q2 | $1.02M | Sell |
16,743
-3,427
| -17% | -$209K | 0.45% | 34 |
|
|
2022
Q1 | $1.5M | Sell |
20,170
-1,439
| -7% | -$107K | 0.55% | 24 |
|
|
2021
Q4 | $1.76M | Sell |
21,609
-6,755
| -24% | -$551K | 0.62% | 21 |
|
|
2021
Q3 | $2.15M | Sell |
28,364
-2,279
| -7% | -$172K | 0.83% | 22 |
|
|
2021
Q2 | $2.38M | Buy |
30,643
+1,695
| +6% | +$131K | 0.76% | 25 |
|
|
2021
Q1 | $2.17M | Buy |
28,948
+6,212
| +27% | +$467K | 0.77% | 24 |
|
|
2020
Q4 | $1.58M | Buy |
22,736
+571
| +3% | +$39.6K | 0.66% | 27 |
|
|
2020
Q3 | $1.27M | Sell |
22,165
-206
| -0.9% | -$11.8K | 0.62% | 25 |
|
|
2020
Q2 | $1.2M | Buy |
22,371
+4,073
| +22% | +$219K | 0.7% | 22 |
|
|
2020
Q1 | $784K | Buy |
18,298
+3,539
| +24% | +$152K | 0.61% | 25 |
|
|
2019
Q4 | $843K | Buy |
14,759
+8,815
| +148% | +$503K | 0.56% | 25 |
|
|
2019
Q3 | $319K | Buy |
+5,944
| New | +$319K | 0.21% | 76 |
|
|
2018
Q4 | – | Sell |
-1,029
| Closed | -$58K | – | 454 |
|
|
2018
Q3 | $58K | Buy |
+1,029
| New | +$58K | 0.03% | 317 |
|