Trail Ridge Investment Advisors’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 | $313K | Buy |
3,527
+888
| +34% | +$78.8K | 0.15% | 84 |
|
2025
Q1 | $210K | Sell |
2,639
-34
| -1% | -$2.7K | 0.11% | 99 |
|
2024
Q4 | $232K | Sell |
2,673
-55
| -2% | -$4.78K | 0.11% | 99 |
|
2024
Q3 | $238K | Sell |
2,728
-13
| -0.5% | -$1.14K | 0.11% | 101 |
|
2024
Q2 | $230K | Sell |
2,741
-819
| -23% | -$68.8K | 0.12% | 99 |
|
2024
Q1 | $311K | Sell |
3,560
-38
| -1% | -$3.32K | 0.18% | 84 |
|
2023
Q4 | $272K | Sell |
3,598
-24
| -0.7% | -$1.82K | 0.17% | 93 |
|
2023
Q3 | $250K | Sell |
3,622
-155
| -4% | -$10.7K | 0.17% | 92 |
|
2023
Q2 | $271K | Sell |
3,777
-108
| -3% | -$7.74K | 0.17% | 103 |
|
2023
Q1 | $266K | Sell |
3,885
-434
| -10% | -$29.7K | 0.17% | 101 |
|
2022
Q4 | $282K | Sell |
4,319
-433
| -9% | -$28.3K | 0.19% | 102 |
|
2022
Q3 | $327K | Sell |
4,752
-207
| -4% | -$14.2K | 0.22% | 104 |
|
2022
Q2 | $302K | Buy |
+4,959
| New | +$302K | 0.2% | 122 |
|