Valeo 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 Q2	$262K	Hold	2,339	–	–	0.01%	667
2026 Q1	$224K	Sell	2,339 -60	-3%	-$5.88K	0.01%	656
2025 Q4	$222K	Hold	2,399	–	–	﹤0.01%	725
2025 Q3	$220K	Hold	2,399	–	–	0.01%	729
2025 Q2	$208K	Buy	+2,399	New	+$196K	0.01%	699
2025 Q1	–	Sell	-2,399	Closed	-$208K	–	736
2024 Q4	$208K	Sell	2,399 -22	-0.9%	-$1.98K	0.01%	654
2024 Q3	$212K	Buy	2,421 +22	+0.9%	+$1.88K	0.01%	638
2024 Q2	$202K	Sell	2,399 -135	-5%	-$11.4K	0.01%	611
2024 Q1	$211K	Buy	+2,534	New	+$202K	0.01%	595
2021 Q2	–	Sell	-52	Closed	-$4K	–	1273
2021 Q1	$4K	Hold	52	–	–	﹤0.01%	1630
2020 Q4	$4K	Sell	52 -89	-63%	-$5.7K	﹤0.01%	1422
2020 Q3	$8K	Hold	141	–	–	﹤0.01%	1141
2020 Q2	$8K	Sell	141 -88	-38%	-$4.38K	﹤0.01%	1362
2020 Q1	$11K	Buy	229 +14	+7%	+$739	﹤0.01%	1063
2019 Q4	$12K	Hold	215	–	–	﹤0.01%	1059
2019 Q3	$12K	Hold	215	–	–	﹤0.01%	980
2019 Q2	$12K	Hold	215	–	–	﹤0.01%	977
2019 Q1	$11K	Buy	215 +10	+5%	+$506	﹤0.01%	939
2018 Q4	$9K	Buy	205 +1	+0.5%	+$50	﹤0.01%	911
2018 Q3	$10K	Hold	204	–	–	﹤0.01%	970
2018 Q2	$11K	Buy	204 +36	+21%	+$1.93K	﹤0.01%	918
2018 Q1	$9K	Sell	168 -183	-52%	-$9.72K	﹤0.01%	960
2017 Q4	$18K	Buy	+351	New	+$17.9K	﹤0.01%	695