Wambolt & Associates’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 | $1.21M | Sell |
13,832
-268
| -2% | -$23.4K | 0.41% | 74 |
|
|
2025
Q1 | $1.13M | Buy |
14,100
+103
| +0.7% | +$8.24K | 0.38% | 77 |
|
|
2024
Q4 | $1.22M | Sell |
13,997
-789
| -5% | -$68.6K | 0.39% | 77 |
|
|
2024
Q3 | $1.29M | Sell |
14,786
-547
| -4% | -$47.7K | 0.35% | 85 |
|
|
2024
Q2 | $1.28M | Sell |
15,333
-361
| -2% | -$30K | 0.37% | 79 |
|
|
2024
Q1 | $1.36M | Sell |
15,694
-2,721
| -15% | -$236K | 0.41% | 77 |
|
|
2023
Q4 | $1.39M | Sell |
18,415
-2,500
| -12% | -$189K | 0.46% | 77 |
|
|
2023
Q3 | $1.43M | Sell |
20,915
-979
| -4% | -$66.9K | 0.52% | 63 |
|
|
2023
Q2 | $1.57M | Sell |
21,894
-634
| -3% | -$45.4K | 0.56% | 57 |
|
|
2023
Q1 | $1.55M | Sell |
22,528
-137
| -0.6% | -$9.4K | 0.55% | 56 |
|
|
2022
Q4 | $1.48M | Sell |
22,665
-380
| -2% | -$24.8K | 0.57% | 62 |
|
|
2022
Q3 | $1.39M | Sell |
23,045
-16,646
| -42% | -$1M | 0.59% | 55 |
|
|
2022
Q2 | $2.42M | Sell |
39,691
-1,240
| -3% | -$75.6K | 0.97% | 18 |
|
|
2022
Q1 | $3.06M | Buy |
40,931
+10,204
| +33% | +$762K | 1.11% | 12 |
|
|
2021
Q4 | $2.51M | Sell |
30,727
-576
| -2% | -$47K | 0.91% | 23 |
|
|
2021
Q3 | $2.4M | Sell |
31,303
-209
| -0.7% | -$16K | 0.96% | 19 |
|
|
2021
Q2 | $2.46M | Sell |
31,512
-1,474
| -4% | -$115K | 1.05% | 13 |
|
|
2021
Q1 | $2.52M | Sell |
32,986
-37
| -0.1% | -$2.82K | 1.31% | 9 |
|
|
2020
Q4 | $2.29M | Buy |
33,023
+1,916
| +6% | +$133K | 1.37% | 7 |
|
|
2020
Q3 | $1.79M | Buy |
31,107
+179
| +0.6% | +$10.3K | 1.33% | 12 |
|
|
2020
Q2 | $1.66M | Sell |
30,928
-253
| -0.8% | -$13.6K | 1.31% | 14 |
|
|
2020
Q1 | $1.34M | Buy |
31,181
+278
| +0.9% | +$11.9K | 1.38% | 19 |
|
|
2019
Q4 | $1.76M | Buy |
30,903
+1,206
| +4% | +$68.8K | 1.34% | 18 |
|
|
2019
Q3 | $1.6M | Buy |
29,697
+27
| +0.1% | +$1.45K | 1.32% | 20 |
|
|
2019
Q2 | $1.61M | Buy |
29,670
+1,702
| +6% | +$92.4K | 1.36% | 16 |
|
|
2019
Q1 | $1.49M | Buy |
27,968
+254
| +0.9% | +$13.5K | 1.35% | 18 |
|
|
2018
Q4 | $1.27M | Buy |
+27,714
| New | +$1.27M | 1.4% | 18 |
|