Steward Partners Investment Advisory’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 | $63.3K | Sell |
729
-38
| -5% | -$3.3K | ﹤0.01% | 2356 |
|
|
2025
Q1 | $60.9K | Buy |
767
+57
| +8% | +$4.53K | ﹤0.01% | 2275 |
|
|
2024
Q4 | $61.7K | Hold |
710
| – | – | ﹤0.01% | 2225 |
|
|
2024
Q3 | $62.3K | Sell |
710
-111
| -14% | -$9.74K | ﹤0.01% | 2124 |
|
|
2024
Q2 | $69K | Buy |
821
+24
| +3% | +$2.02K | ﹤0.01% | 1946 |
|
|
2024
Q1 | $69.6K | Hold |
797
| – | – | ﹤0.01% | 1948 |
|
|
2023
Q4 | $60.3K | Buy |
797
+560
| +236% | +$42.4K | ﹤0.01% | 1902 |
|
|
2023
Q3 | $16.4K | Sell |
237
-428
| -64% | -$29.6K | ﹤0.01% | 2408 |
|
|
2023
Q2 | $47.6K | Hold |
665
| – | – | ﹤0.01% | 1906 |
|
|
2023
Q1 | $45.5K | Sell |
665
-1,947
| -75% | -$133K | ﹤0.01% | 1891 |
|
|
2022
Q4 | $171K | Sell |
2,612
-46,574
| -95% | -$3.04M | ﹤0.01% | 1311 |
|
|
2022
Q3 | $2.97M | Sell |
49,186
-765
| -2% | -$46.2K | 0.06% | 332 |
|
|
2022
Q2 | $3.05M | Buy |
49,951
+885
| +2% | +$53.9K | 0.06% | 335 |
|
|
2022
Q1 | $3.64M | Buy |
49,066
+43,138
| +728% | +$3.2M | 0.06% | 329 |
|
|
2021
Q4 | $483K | Buy |
5,928
+1,690
| +40% | +$138K | 0.01% | 943 |
|
|
2021
Q3 | $321K | Buy |
4,238
+885
| +26% | +$67K | 0.01% | 1077 |
|
|
2021
Q2 | $260K | Buy |
3,353
+1,301
| +63% | +$101K | ﹤0.01% | 1352 |
|
|
2021
Q1 | $154K | Buy |
2,052
+879
| +75% | +$66K | ﹤0.01% | 1412 |
|
|
2020
Q4 | $81K | Sell |
1,173
-65
| -5% | -$4.49K | ﹤0.01% | 1453 |
|
|
2020
Q3 | $71K | Sell |
1,238
-12
| -1% | -$688 | ﹤0.01% | 1351 |
|
|
2020
Q2 | $67K | Sell |
1,250
-779
| -38% | -$41.8K | ﹤0.01% | 1296 |
|
|
2020
Q1 | $86K | Sell |
2,029
-10
| -0.5% | -$424 | ﹤0.01% | 1055 |
|
|
2019
Q4 | $116K | Buy |
2,039
+319
| +19% | +$18.1K | ﹤0.01% | 1072 |
|
|
2019
Q3 | $92K | Sell |
1,720
-23
| -1% | -$1.23K | ﹤0.01% | 1118 |
|
|
2019
Q2 | $94K | Buy |
+1,743
| New | +$94K | ﹤0.01% | 1082 |
|
|
2019
Q1 | – | Sell |
-9,878
| Closed | -$452K | – | 820 |
|
|
2018
Q4 | $452K | Buy |
9,878
+7,944
| +411% | +$364K | 0.02% | 509 |
|
|
2018
Q3 | $108K | Sell |
1,934
-230
| -11% | -$12.8K | 0.01% | 903 |
|
|
2018
Q2 | $117K | Buy |
2,164
+1,819
| +527% | +$98.3K | 0.01% | 801 |
|
|
2018
Q1 | $18K | Sell |
345
-261
| -43% | -$13.6K | ﹤0.01% | 1373 |
|
|
2017
Q4 | $31K | Buy |
+606
| New | +$31K | ﹤0.01% | 987 |
|