Total Wealth Planning’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 | $4.68M | Sell |
53,914
-273
| -0.5% | -$23.7K | 0.59% | 33 |
|
|
2025
Q1 | $4.31M | Sell |
54,187
-1,058
| -2% | -$84.1K | 0.66% | 27 |
|
|
2024
Q4 | $4.8M | Sell |
55,245
-2,596
| -4% | -$226K | 0.75% | 26 |
|
|
2024
Q3 | $5.07M | Sell |
57,841
-1,495
| -3% | -$131K | 0.79% | 25 |
|
|
2024
Q2 | $5.29M | Sell |
59,336
-3,453
| -5% | -$308K | 0.87% | 25 |
|
|
2024
Q1 | $5.48M | Sell |
62,789
-5,048
| -7% | -$441K | 0.94% | 25 |
|
|
2023
Q4 | $5.13M | Sell |
67,837
-3,210
| -5% | -$243K | 0.93% | 25 |
|
|
2023
Q3 | $4.91M | Sell |
71,047
-1,645
| -2% | -$114K | 1% | 24 |
|
|
2023
Q2 | $5.21M | Sell |
72,692
-1,180
| -2% | -$84.5K | 1.08% | 23 |
|
|
2023
Q1 | $5.06M | Sell |
73,872
-497
| -0.7% | -$34K | 1.12% | 21 |
|
|
2022
Q4 | $4.86M | Buy |
74,369
+7,195
| +11% | +$470K | 1.2% | 21 |
|
|
2022
Q3 | $4.05M | Sell |
67,174
-368
| -0.5% | -$22.2K | 1.15% | 22 |
|
|
2022
Q2 | $4.12M | Buy |
67,542
+5,660
| +9% | +$345K | 1.19% | 20 |
|
|
2022
Q1 | $4.59M | Sell |
61,882
-25,685
| -29% | -$1.91M | 1.24% | 19 |
|
|
2021
Q4 | $4.6M | Buy |
87,567
+26,411
| +43% | +$1.39M | 2.84% | 11 |
|
|
2021
Q3 | $4.63M | Sell |
61,156
-452
| -0.7% | -$34.2K | 1.68% | 13 |
|
|
2021
Q2 | $4.78M | Sell |
61,608
-1,125
| -2% | -$87.2K | 1.87% | 12 |
|
|
2021
Q1 | $4.71M | Sell |
62,733
-4,317
| -6% | -$324K | 2% | 12 |
|
|
2020
Q4 | $4.65M | Sell |
67,050
-6,083
| -8% | -$422K | 2.15% | 12 |
|
|
2020
Q3 | $4.2M | Sell |
73,133
-9,150
| -11% | -$525K | 2.18% | 12 |
|
|
2020
Q2 | $4.43M | Sell |
82,283
-1,874
| -2% | -$101K | 2.45% | 12 |
|
|
2020
Q1 | $3.6M | Sell |
84,157
-12,833
| -13% | -$550K | 2.34% | 11 |
|
|
2019
Q4 | $5.54M | Buy |
96,990
+1,893
| +2% | +$108K | 2.95% | 10 |
|
|
2019
Q3 | $5.11M | Buy |
95,097
+6,116
| +7% | +$329K | 2.9% | 10 |
|
|
2019
Q2 | $4.83M | Buy |
88,981
+1,414
| +2% | +$76.8K | 2.85% | 10 |
|
|
2019
Q1 | $4.6M | Buy |
87,567
+5,109
| +6% | +$268K | 2.84% | 11 |
|
|
2018
Q4 | $3.78M | Buy |
+82,458
| New | +$3.78M | 2.62% | 11 |
|