Schneider Downs Wealth Management Advisors’s 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
Q2 | $690K | Hold |
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|
2025
Q1 | $631K | Hold |
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|
2024
Q4 | $690K | Sell |
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|
2024
Q3 | $716K | Hold |
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|
2024
Q2 | $686K | Hold |
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|
2024
Q1 | $713K | Hold |
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|
2023
Q4 | $618K | Hold |
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|
2023
Q3 | $564K | Hold |
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|
2023
Q2 | $585K | Hold |
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|
2023
Q1 | $559K | Hold |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $493K | Sell |
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|
2022
Q2 | $507K | Hold |
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|
2022
Q1 | $617K | Sell |
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|
2021
Q4 | $682K | Hold |
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|
2021
Q3 | $633K | Hold |
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|
2021
Q2 | $649K | Sell |
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|
2021
Q1 | $638K | Sell |
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|
2020
Q4 | $659K | Hold |
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|
2020
Q3 | $545K | Hold |
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|
2020
Q2 | $511K | Sell |
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|
2020
Q1 | $883K | Sell |
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|
2019
Q4 | $1.18M | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.12M | Hold |
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $993K | Sell |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $1.25M | Buy |
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|
2018
Q1 | $1.18M | Sell |
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|
2017
Q4 | $1.32M | Buy |
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|
2017
Q3 | $1.25M | Sell |
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|
2017
Q2 | $1.25M | Buy |
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|
2017
Q1 | $1.14M | Buy |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $471K | Buy |
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|
2016
Q2 | $446K | Buy |
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