SFG Wealth Management’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 | $11.9M | Buy |
136,654
+5,731
| +4% | +$498K | 7.17% | 2 |
|
|
2025
Q1 | $10.4M | Buy |
130,923
+6,200
| +5% | +$493K | 5.08% | 4 |
|
|
2024
Q4 | $10.8M | Buy |
124,723
+11,604
| +10% | +$1.01M | 5.69% | 3 |
|
|
2024
Q3 | $9.93M | Buy |
113,119
+5,310
| +5% | +$466K | 5.27% | 4 |
|
|
2024
Q2 | $9.06M | Buy |
107,809
+3,796
| +4% | +$319K | 5.16% | 4 |
|
|
2024
Q1 | $9.08M | Buy |
104,013
+9,099
| +10% | +$794K | 5.39% | 4 |
|
|
2023
Q4 | $7.18M | Buy |
94,914
+8,642
| +10% | +$654K | 4.78% | 4 |
|
|
2023
Q3 | $5.96M | Buy |
86,272
+37,804
| +78% | +$2.61M | 4.74% | 4 |
|
|
2023
Q2 | $3.47M | Buy |
48,468
+44,650
| +1,169% | +$3.2M | 2.91% | 7 |
|
|
2023
Q1 | $261K | Buy |
+3,818
| New | +$261K | 0.29% | 60 |
|