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