Schneider Downs Wealth Management Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio MDYG Stock Details MDYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$762K	Hold	7,939	–	–	0.08%	77
2025 Q4	$734K	Hold	7,939	–	–	0.08%	78
2025 Q3	$727K	Hold	7,939	–	–	0.09%	78
2025 Q2	$690K	Hold	7,939	–	–	0.1%	80
2025 Q1	$631K	Hold	7,939	–	–	0.11%	70
2024 Q4	$690K	Sell	7,939 -224	-3%	-$20.2K	0.13%	68
2024 Q3	$716K	Hold	8,163	–	–	0.15%	64
2024 Q2	$686K	Hold	8,163	–	–	0.15%	59
2024 Q1	$713K	Hold	8,163	–	–	0.16%	60
2023 Q4	$618K	Hold	8,163	–	–	0.16%	57
2023 Q3	$564K	Hold	8,163	–	–	0.13%	51
2023 Q2	$585K	Hold	8,163	–	–	0.13%	57
2023 Q1	$559K	Hold	8,163	–	–	0.11%	62
2022 Q4	$533K	Hold	8,163	–	–	0.12%	62
2022 Q3	$493K	Sell	8,163 -156	-2%	-$10.3K	0.14%	62
2022 Q2	$507K	Hold	8,319	–	–	0.14%	73
2022 Q1	$617K	Sell	8,319 -51	-0.6%	-$3.77K	0.16%	67
2021 Q4	$682K	Hold	8,370	–	–	0.16%	70
2021 Q3	$633K	Hold	8,370	–	–	0.16%	70
2021 Q2	$649K	Sell	8,370 -129	-2%	-$9.93K	0.17%	62
2021 Q1	$638K	Sell	8,499 -1,002	-11%	-$74K	0.16%	55
2020 Q4	$659K	Hold	9,501	–	–	0.18%	40
2020 Q3	$545K	Hold	9,501	–	–	0.18%	43
2020 Q2	$511K	Sell	9,501 -11,115	-54%	-$554K	0.17%	43
2020 Q1	$883K	Sell	20,616 -18	-0.1%	-$950	0.32%	34
2019 Q4	$1.18M	Sell	20,634 -18	-0.1%	-$990	0.35%	26
2019 Q3	$1.11M	Sell	20,652 -18	-0.1%	-$971	0.34%	25
2019 Q2	$1.12M	Hold	20,670	–	–	0.39%	24
2019 Q1	$1.09M	Sell	20,670 -987	-5%	-$50K	0.41%	21
2018 Q4	$993K	Sell	21,657 -1,578	-7%	-$79.3K	0.43%	20
2018 Q3	$1.3M	Buy	23,235 +9	+0%	+$502	0.82%	15
2018 Q2	$1.25M	Buy	23,226 +789	+4%	+$42.4K	0.83%	14
2018 Q1	$1.18M	Sell	22,437 -3,093	-12%	-$164K	0.66%	14
2017 Q4	$1.32M	Buy	25,530 +45	+0.2%	+$2.3K	0.76%	13
2017 Q3	$1.25M	Sell	25,485 -642	-2%	-$30.8K	0.81%	12
2017 Q2	$1.25M	Buy	26,127 +1,548	+6%	+$73.2K	0.82%	13
2017 Q1	$1.14M	Buy	24,579 +1,110	+5%	+$50.9K	0.78%	13
2016 Q4	$1.04M	Buy	23,469 +12,393	+112%	+$531K	0.71%	12
2016 Q3	$471K	Buy	11,076 +207	+2%	+$8.83K	0.31%	19
2016 Q2	$446K	Buy	+10,869	New	+$438K	0.3%	20