Merit Financial Group’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	$9.25M	Buy	96,376 +6,831	+8%	+$670K	0.07%	241
2025 Q4	$8.28M	Buy	89,545 +78,864	+738%	+$7.25M	0.07%	235
2025 Q3	$978K	Sell	10,681 -1,129	-10%	-$102K	0.01%	874
2025 Q2	$1.03M	Sell	11,810 -178	-1%	-$14.6K	0.01%	777
2025 Q1	$953K	Sell	11,988 -24,198	-67%	-$2.08M	0.01%	667
2024 Q4	$3.14M	Sell	36,186 -836	-2%	-$75.2K	0.06%	264
2024 Q3	$3.25M	Buy	37,022 +29,046	+364%	+$2.48M	0.07%	214
2024 Q2	$670K	Sell	7,976 -223	-3%	-$18.8K	0.01%	510
2024 Q1	$689K	Sell	8,199 -1,707	-17%	-$136K	0.02%	500
2023 Q4	$750K	Sell	9,906 -5,650	-36%	-$396K	0.02%	386
2023 Q3	$1.08M	Sell	15,556 -103	-0.7%	-$7.42K	0.04%	305
2023 Q2	$1.12M	Sell	15,659 -1,344	-8%	-$91.8K	0.04%	317
2023 Q1	$1.16M	Sell	17,003 -6,536	-28%	-$446K	0.04%	268
2022 Q4	$1.54M	Sell	23,539 -4,763	-17%	-$313K	0.06%	232
2022 Q3	$1.71M	Buy	+28,302	New	+$1.87M	0.07%	175