Plante Moran Financial Advisors’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 | $49.4K | Hold |
568
| – | – | ﹤0.01% | 333 |
|
|
2025
Q1 | $45.2K | Sell |
568
-53
| -9% | -$4.22K | ﹤0.01% | 357 |
|
|
2024
Q4 | $54K | Hold |
621
| – | – | ﹤0.01% | 334 |
|
|
2024
Q3 | $54.5K | Buy |
621
+53
| +9% | +$4.65K | ﹤0.01% | 375 |
|
|
2024
Q2 | $47.8K | Hold |
568
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $49.6K | Sell |
568
-190
| -25% | -$16.6K | 0.01% | 335 |
|
|
2023
Q4 | $57.4K | Buy |
758
+190
| +33% | +$14.4K | 0.01% | 304 |
|
|
2023
Q3 | $39.3K | Hold |
568
| – | – | ﹤0.01% | 323 |
|
|
2023
Q2 | $40.7K | Hold |
568
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $38.9K | Buy |
568
+1
| +0.2% | +$68 | 0.01% | 323 |
|
|
2022
Q4 | $37K | Buy |
567
+2
| +0.4% | +$131 | 0.01% | 352 |
|
|
2022
Q3 | $34K | Buy |
+565
| New | +$34K | 0.01% | 364 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$24K | – | 935 |
|
|
2021
Q4 | $24K | Sell |
300
-147
| -33% | -$11.8K | ﹤0.01% | 514 |
|
|
2021
Q3 | $34K | Buy |
447
+147
| +49% | +$11.2K | 0.01% | 452 |
|
|
2021
Q2 | $23K | Hold |
300
| – | – | 0.01% | 535 |
|
|
2021
Q1 | $23K | Hold |
300
| – | – | 0.01% | 525 |
|
|
2020
Q4 | $21K | Hold |
300
| – | – | 0.01% | 525 |
|
|
2020
Q3 | $17K | Hold |
300
| – | – | 0.01% | 526 |
|
|
2020
Q2 | $16K | Hold |
300
| – | – | 0.01% | 466 |
|
|
2020
Q1 | $13K | Hold |
300
| – | – | 0.01% | 462 |
|
|
2019
Q4 | $17K | Hold |
300
| – | – | 0.01% | 485 |
|
|
2019
Q3 | $16K | Sell |
300
-133
| -31% | -$7.09K | ﹤0.01% | 534 |
|
|
2019
Q2 | $24K | Buy |
433
+133
| +44% | +$7.37K | 0.01% | 454 |
|
|
2019
Q1 | $16K | Hold |
300
| – | – | 0.01% | 503 |
|
|
2018
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 462 |
|
|
2018
Q3 | $17K | Hold |
300
| – | – | 0.01% | 444 |
|
|
2018
Q2 | $16K | Hold |
300
| – | – | 0.01% | 498 |
|
|
2018
Q1 | $16K | Hold |
300
| – | – | 0.01% | 540 |
|
|
2017
Q4 | $16K | Hold |
300
| – | – | 0.01% | 532 |
|
|
2017
Q3 | $15K | Hold |
300
| – | – | 0.01% | 495 |
|
|
2017
Q2 | $14K | Buy |
+300
| New | +$14K | 0.01% | 517 |
|