Spire Wealth Management’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
2026 Q1	$1.76M	Buy	18,361 +1,452	+9%	+$142K	0.06%	282
2025 Q4	$1.56M	Sell	16,909 -3,004	-15%	-$276K	0.05%	307
2025 Q3	$1.82M	Sell	19,913 -1,706	-8%	-$153K	0.06%	255
2025 Q2	$1.88M	Buy	21,619 +15,814	+272%	+$1.29M	0.07%	246
2025 Q1	$461K	Buy	5,805 +530	+10%	+$45.6K	0.01%	583
2024 Q4	$458K	Buy	5,275 +460	+10%	+$41.4K	0.01%	568
2024 Q3	$422K	Buy	4,815 +585	+14%	+$49.9K	0.01%	558
2024 Q2	$356K	Sell	4,230 -853	-17%	-$72.1K	0.01%	567
2024 Q1	$444K	Buy	5,083 +3,196	+169%	+$255K	0.01%	550
2023 Q4	$143K	Buy	1,887 +1,654	+710%	+$116K	﹤0.01%	879
2023 Q3	$16.1K	Buy	233 +91	+64%	+$6.56K	﹤0.01%	1585
2023 Q2	$10.2K	Hold	142	–	–	﹤0.01%	1811
2023 Q1	$9.72K	Hold	142	–	–	﹤0.01%	1854
2022 Q4	$9K	Hold	142	–	–	﹤0.01%	1663
2022 Q3	$9K	Sell	142 -44	-24%	-$2.9K	﹤0.01%	1598
2022 Q2	$11K	Buy	186 +1	+0.5%	+$67	﹤0.01%	1886
2022 Q1	$14K	Hold	185	–	–	﹤0.01%	1923
2021 Q4	$15K	Hold	185	–	–	﹤0.01%	2225
2021 Q3	$14K	Hold	185	–	–	﹤0.01%	1992
2021 Q2	$14K	Sell	185 -246	-57%	-$18.9K	﹤0.01%	2007
2021 Q1	$32K	Buy	+431	New	+$31.8K	﹤0.01%	1947