Perennial Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $230K | Sell |
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|
2025
Q2 | $391K | Sell |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $3.31M | Sell |
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|
2024
Q3 | $6.36M | Sell |
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|
2024
Q2 | $6.96M | Buy |
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|
2024
Q1 | $7.18M | Buy |
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|
2023
Q4 | $5.93M | Buy |
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|
2023
Q3 | $4.57M | Sell |
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|
2023
Q2 | $4.88M | Sell |
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|
2023
Q1 | $5.5M | Buy |
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