Safeguard Investment Advisory Group’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
$287K Sell
3,304
-372
-10% -$32.3K 0.07% 108
2025
Q1
$292K Buy
3,676
+158
+4% +$12.6K 0.08% 101
2024
Q4
$306K Sell
3,518
-875
-20% -$76K 0.08% 83
2024
Q3
$386K Buy
+4,393
New +$386K 0.11% 71
2021
Q1
Sell
-1,755
Closed -$121K 452
2020
Q4
$121K Buy
+1,755
New +$121K 0.11% 102