SOA Wealth Advisors’s State Street 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
Q4 | – | Sell |
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|
2025
Q3 | $156K | Buy |
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|
2025
Q2 | $148K | Buy |
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|
2025
Q1 | $135K | Buy |
|
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|
2024
Q4 | $147K | Sell |
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|
2024
Q3 | $178K | Buy |
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|
2024
Q2 | $170K | Buy |
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|
2024
Q1 | $177K | Sell |
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|
2023
Q4 | $191K | Hold |
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|
2023
Q3 | $174K | Buy |
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|
2023
Q2 | $145K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $132K | Buy |
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