SDWMA
Schneider Downs Wealth Management Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$19.5K | 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% | -$9.42K | 0.14% | 62 |
|
|
2022
Q2 | $507K | Hold |
8,319
| – | – | 0.14% | 73 |
|
|
2022
Q1 | $617K | Sell |
8,319
-51
| -0.6% | -$3.78K | 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% | -$10K | 0.17% | 62 |
|
|
2021
Q1 | $638K | Sell |
8,499
-1,002
| -11% | -$75.2K | 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% | -$598K | 0.17% | 43 |
|
|
2020
Q1 | $883K | Sell |
20,616
-18
| -0.1% | -$771 | 0.32% | 34 |
|
|
2019
Q4 | $1.18M | Sell |
20,634
-18
| -0.1% | -$1.03K | 0.35% | 26 |
|
|
2019
Q3 | $1.11M | Sell |
20,652
-18
| -0.1% | -$967 | 0.34% | 25 |
|
|
2019
Q2 | $1.12M | Hold |
20,670
| – | – | 0.39% | 24 |
|
|
2019
Q1 | $1.09M | Sell |
20,670
-987
| -5% | -$51.9K | 0.41% | 21 |
|
|
2018
Q4 | $993K | Sell |
21,657
-1,578
| -7% | -$72.4K | 0.43% | 20 |
|
|
2018
Q3 | $1.3M | Buy |
23,235
+9
| +0% | +$504 | 0.82% | 15 |
|
|
2018
Q2 | $1.25M | Buy |
23,226
+15,747
| +211% | +$850K | 0.83% | 14 |
|
|
2018
Q1 | $1.18M | Sell |
7,479
-1,031
| -12% | -$162K | 0.66% | 14 |
|
|
2017
Q4 | $1.32M | Buy |
8,510
+15
| +0.2% | +$2.33K | 0.76% | 13 |
|
|
2017
Q3 | $1.25M | Sell |
8,495
-214
| -2% | -$31.6K | 0.81% | 12 |
|
|
2017
Q2 | $1.25M | Buy |
8,709
+516
| +6% | +$73.9K | 0.82% | 13 |
|
|
2017
Q1 | $1.14M | Buy |
8,193
+370
| +5% | +$51.5K | 0.78% | 13 |
|
|
2016
Q4 | $1.04M | Buy |
7,823
+4,131
| +112% | +$550K | 0.71% | 12 |
|
|
2016
Q3 | $471K | Buy |
3,692
+69
| +2% | +$8.8K | 0.31% | 19 |
|
|
2016
Q2 | $446K | Buy |
+3,623
| New | +$446K | 0.3% | 20 |
|