RTD 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 | $272K | Sell |
3,135
-405
| -11% | -$35.2K | 0.03% | 96 |
|
|
2025
Q1 | $281K | Sell |
3,540
-960
| -21% | -$76.3K | 0.04% | 105 |
|
|
2024
Q4 | $391K | Sell |
4,500
-226
| -5% | -$19.6K | 0.05% | 89 |
|
|
2024
Q3 | $415K | Sell |
4,726
-455
| -9% | -$39.9K | 0.05% | 90 |
|
|
2024
Q2 | $436K | Hold |
5,181
| – | – | 0.06% | 88 |
|
|
2024
Q1 | $452K | Hold |
5,181
| – | – | 0.06% | 79 |
|
|
2023
Q4 | $392K | Sell |
5,181
-375
| -7% | -$28.4K | 0.06% | 84 |
|
|
2023
Q3 | $384K | Hold |
5,556
| – | – | 0.06% | 80 |
|
|
2023
Q2 | $398K | Sell |
5,556
-316
| -5% | -$22.6K | 0.06% | 78 |
|
|
2023
Q1 | $402K | Hold |
5,872
| – | – | 0.06% | 76 |
|
|
2022
Q4 | $384K | Hold |
5,872
| – | – | 0.06% | 74 |
|
|
2022
Q3 | $354K | Sell |
5,872
-1,004
| -15% | -$60.5K | 0.07% | 78 |
|
|
2022
Q2 | $419K | Sell |
6,876
-904
| -12% | -$55.1K | 0.06% | 82 |
|
|
2022
Q1 | $577K | Buy |
7,780
+2,553
| +49% | +$189K | 0.08% | 72 |
|
|
2021
Q4 | $426K | Buy |
+5,227
| New | +$426K | 0.06% | 86 |
|