Pacific Sun Financial’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	$2.74M	Sell	28,554 -45	-0.2%	-$4.41K	1.33%	12
2025 Q4	$2.64M	Sell	28,599 -230	-0.8%	-$21.1K	1.27%	12
2025 Q3	$2.64M	Sell	28,829 -175	-0.6%	-$15.7K	1.28%	13
2025 Q2	$2.52M	Buy	29,004 +95	+0.3%	+$7.77K	1.32%	13
2025 Q1	$2.3M	Sell	28,909 -110	-0.4%	-$9.46K	1.31%	11
2024 Q4	$2.52M	Sell	29,019 -95	-0.3%	-$8.55K	1.37%	12
2024 Q3	$2.55M	Sell	29,114 -190	-0.6%	-$16.2K	1.41%	11
2024 Q2	$2.46M	Sell	29,304 -600	-2%	-$50.7K	1.46%	12
2024 Q1	$2.61M	Sell	29,904 -100	-0.3%	-$7.97K	1.52%	11
2023 Q4	$2.27M	Sell	30,004 -180	-0.6%	-$12.6K	1.43%	14
2023 Q3	$2.09M	Sell	30,184 -1,010	-3%	-$72.8K	1.45%	14
2023 Q2	$2.13M	Buy	+31,194	New	+$2.13M	1.43%	15
2022 Q4	$2.05M	Sell	31,309 -645	-2%	-$42.4K	1.44%	17
2022 Q3	$1.93M	Sell	31,954 -220	-0.7%	-$14.5K	1.35%	17
2022 Q2	$1.96M	Buy	32,174 +340	+1%	+$22.9K	1.29%	20
2022 Q1	$2.36M	Buy	31,834 +198	+0.6%	+$14.6K	1.29%	18
2021 Q4	$2.58M	Sell	31,636 -220	-0.7%	-$17.6K	1.38%	14
2021 Q3	$2.41M	Buy	+31,856	New	+$2.48M	1.38%	16
2020 Q3	$1.94M	Sell	33,793 -1,500	-4%	-$85.6K	1.62%	10
2020 Q2	$1.9M	Sell	35,293 -360	-1%	-$17.9K	1.71%	11
2020 Q1	$1.53M	Sell	35,653 -1,050	-3%	-$55.4K	1.75%	10
2019 Q4	$2.1M	Sell	36,703 -1,490	-4%	-$81.9K	1.85%	8
2019 Q3	$2.05M	Sell	38,193 -555	-1%	-$29.9K	1.94%	8
2019 Q2	$2.1M	Buy	+38,748	New	+$2.06M	2.01%	8
2018 Q2	$2.12M	Buy	38,059 +1,600	+4%	+$85.9K	2.18%	8
2018 Q1	$1.91M	Buy	+36,459	New	+$1.94M	2.53%	6