Univest Financial’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 | $1.85M | Buy |
21,275
+1,354
| +7% | +$118K | 0.11% | 113 |
|
|
2025
Q1 | $1.58M | Sell |
19,921
-1,882
| -9% | -$150K | 0.1% | 130 |
|
|
2024
Q4 | $1.89M | Buy |
21,803
+2,423
| +13% | +$211K | 0.12% | 118 |
|
|
2024
Q3 | $1.7M | Buy |
+19,380
| New | +$1.7M | 0.11% | 120 |
|
|
2023
Q2 | – | Sell |
-3,456
| Closed | -$237K | – | 120 |
|
|
2023
Q1 | $237K | Sell |
3,456
-42,307
| -92% | -$2.9M | 0.07% | 90 |
|
|
2022
Q4 | $2.99M | Buy |
45,763
+16,032
| +54% | +$1.05M | 0.94% | 42 |
|
|
2022
Q3 | $1.8M | Buy |
+29,731
| New | +$1.8M | 0.59% | 50 |
|