United Capital Financial Advisors’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	$779K	Sell	8,117 -1,029	-11%	-$101K	﹤0.01%	865
2025 Q4	$845K	Buy	+9,146	New	+$840K	0.01%	796
2023 Q4	–	Sell	-5,450	Closed	-$377K	–	1100
2023 Q3	$377K	Buy	5,450 +268	+5%	+$19.3K	﹤0.01%	693
2023 Q2	$371K	Sell	5,182 -38	-0.7%	-$2.6K	﹤0.01%	732
2023 Q1	$357K	Sell	5,220 -471	-8%	-$32.2K	﹤0.01%	784
2022 Q4	$372K	Sell	5,691 -800	-12%	-$52.6K	﹤0.01%	818
2022 Q3	$392K	Sell	6,491 -3,055	-32%	-$202K	﹤0.01%	824
2022 Q2	$582K	Buy	9,546 +3,780	+66%	+$254K	﹤0.01%	760
2022 Q1	$428K	Sell	5,766 -462	-7%	-$34.2K	﹤0.01%	884
2021 Q4	$508K	Buy	6,228 +302	+5%	+$24.2K	﹤0.01%	853
2021 Q3	$448K	Sell	5,926 -550	-8%	-$42.8K	﹤0.01%	887
2021 Q2	$502K	Buy	6,476 +850	+15%	+$65.4K	﹤0.01%	859
2021 Q1	$423K	Sell	5,626 -249	-4%	-$18.4K	﹤0.01%	894
2020 Q4	$407K	Hold	5,875	–	–	﹤0.01%	906
2020 Q3	$337K	Buy	5,875 +170	+3%	+$9.7K	﹤0.01%	926
2020 Q2	$307K	Buy	+5,705	New	+$284K	﹤0.01%	995
2020 Q1	–	Sell	-3,739	Closed	-$213K	–	1301
2019 Q4	$213K	Buy	+3,739	New	+$206K	﹤0.01%	1262