Waller Financial Planning 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 | $4.42M | Buy |
50,848
+9,091
| +22% | +$790K | 1.07% | 22 |
|
|
2025
Q1 | $3.32M | Sell |
41,757
-16,046
| -28% | -$1.28M | 0.93% | 23 |
|
|
2024
Q4 | $5.02M | Buy |
57,803
+1,485
| +3% | +$129K | 1.27% | 20 |
|
|
2024
Q3 | $4.94M | Buy |
56,318
+2,345
| +4% | +$206K | 1.23% | 22 |
|
|
2024
Q2 | $4.54M | Buy |
53,973
+488
| +0.9% | +$41K | 1.22% | 22 |
|
|
2024
Q1 | $4.67M | Sell |
53,485
-1,510
| -3% | -$132K | 1.24% | 21 |
|
|
2023
Q4 | $4.16M | Sell |
54,995
-416
| -0.8% | -$31.5K | 1.09% | 24 |
|
|
2023
Q3 | $3.83M | Sell |
55,411
-1,323
| -2% | -$91.5K | 1.11% | 23 |
|
|
2023
Q2 | $4.06M | Buy |
56,734
+388
| +0.7% | +$27.8K | 1.12% | 23 |
|
|
2023
Q1 | $3.86M | Sell |
56,346
-15,021
| -21% | -$1.03M | 1.09% | 23 |
|
|
2022
Q4 | $4.66M | Sell |
71,367
-2,247
| -3% | -$147K | 1.35% | 21 |
|
|
2022
Q3 | $4.44M | Buy |
73,614
+719
| +1% | +$43.4K | 1.36% | 21 |
|
|
2022
Q2 | $4.44M | Buy |
72,895
+2,419
| +3% | +$147K | 1.3% | 21 |
|
|
2022
Q1 | $5.23M | Buy |
70,476
+2,500
| +4% | +$186K | 1.39% | 19 |
|
|
2021
Q4 | $5.54M | Sell |
67,976
-1,432
| -2% | -$117K | 1.39% | 20 |
|
|
2021
Q3 | $5.25M | Buy |
69,408
+1,962
| +3% | +$148K | 1.4% | 21 |
|
|
2021
Q2 | $5.23M | Buy |
67,446
+440
| +0.7% | +$34.1K | 1.4% | 21 |
|
|
2021
Q1 | $5.03M | Sell |
67,006
-5,454
| -8% | -$410K | 1.45% | 21 |
|
|
2020
Q4 | $5.02M | Sell |
72,460
-9,392
| -11% | -$651K | 1.57% | 20 |
|
|
2020
Q3 | $4.7M | Sell |
81,852
-1,124
| -1% | -$64.5K | 1.72% | 19 |
|
|
2020
Q2 | $4.46M | Sell |
82,976
-41,409
| -33% | -$2.23M | 1.74% | 19 |
|
|
2020
Q1 | $5.33M | Buy |
124,385
+5,961
| +5% | +$255K | 2.78% | 13 |
|
|
2019
Q4 | $6.76M | Sell |
118,424
-440
| -0.4% | -$25.1K | 3.39% | 10 |
|
|
2019
Q3 | $6.49M | Buy |
118,864
+4,886
| +4% | +$267K | 3.43% | 10 |
|
|
2019
Q2 | $6.21M | Buy |
113,978
+2,422
| +2% | +$132K | 3.46% | 10 |
|
|
2019
Q1 | $6.01M | Buy |
111,556
+7,884
| +8% | +$425K | 3.48% | 10 |
|
|
2018
Q4 | $4.75M | Buy |
+103,672
| New | +$4.75M | 3.28% | 12 |
|