WCG Wealth 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 Q1	$29.3M	Buy	305,480 +29,295	+11%	+$2.87M	0.82%	32
2025 Q4	$25.5M	Buy	276,185 +198,955	+258%	+$18.3M	0.72%	37
2025 Q3	$7.07M	Sell	77,230 -8,160	-10%	-$734K	0.44%	64
2025 Q2	$7.42M	Buy	85,390 +3,825	+5%	+$313K	0.48%	64
2025 Q1	$6.48M	Sell	81,565 -9,981	-11%	-$859K	0.49%	65
2024 Q4	$7.95M	Buy	91,546 +629	+0.7%	+$56.6K	0.53%	58
2024 Q3	$7.98M	Sell	90,917 -5,568	-6%	-$475K	0.54%	53
2024 Q2	$8.11M	Buy	96,485 +601	+0.6%	+$50.8K	0.6%	48
2024 Q1	$8.37M	Sell	95,884 -35,021	-27%	-$2.79M	0.7%	42
2023 Q4	$9.91M	Sell	130,905 -22,599	-15%	-$1.59M	0.73%	43
2023 Q3	$10.8M	Buy	153,504 +10,235	+7%	+$737K	0.79%	39
2023 Q2	$10.3M	Sell	143,269 -10,678	-7%	-$729K	1.2%	27
2023 Q1	$10.5M	Buy	153,947 +9,360	+6%	+$639K	1.35%	24
2022 Q4	$9.45M	Buy	144,587 +14,004	+11%	+$921K	1.3%	25
2022 Q3	$8.49M	Sell	130,583 -3,730	-3%	-$246K	1.12%	26
2022 Q2	$8.19M	Buy	+134,313	New	+$9.03M	1.14%	25