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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $845K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $357K | Sell |
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|
2022
Q4 | $372K | Sell |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $582K | Buy |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $508K | Buy |
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|
2021
Q3 | $448K | Sell |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $423K | Sell |
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|
2020
Q4 | $407K | Hold |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $307K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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