Wallace Advisory Group’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 | $273K | Sell |
3,438
-117
| -3% | -$9.3K | 0.2% | 145 |
|
|
2025
Q1 | $309K | Sell |
3,555
-132
| -4% | -$11.5K | 0.21% | 137 |
|
|
2024
Q4 | $323K | Sell |
3,687
-128
| -3% | -$11.2K | 0.22% | 129 |
|
|
2024
Q3 | $321K | Hold |
3,815
| – | – | 0.23% | 113 |
|
|
2024
Q2 | $321K | Sell |
3,815
-3,221
| -46% | -$271K | 0.23% | 115 |
|
|
2024
Q1 | $532K | Sell |
7,036
-546
| -7% | -$41.3K | 0.4% | 68 |
|
|
2023
Q4 | $524K | Buy |
7,582
+5
| +0.1% | +$346 | 0.41% | 58 |
|
|
2023
Q3 | $543K | Sell |
7,577
-71
| -0.9% | -$5.09K | 0.39% | 58 |
|
|
2023
Q2 | $523K | Hold |
7,648
| – | – | 0.4% | 66 |
|
|
2023
Q1 | $523K | Buy |
7,648
+29
| +0.4% | +$1.99K | 0.4% | 66 |
|
|
2022
Q4 | $498K | Buy |
+7,619
| New | +$498K | 0.39% | 63 |
|