WealthPLAN Partners’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	–	Sell	-4,726	Closed	-$437K	–	248
2025 Q4	$437K	Sell	4,726 -814	-15%	-$74.8K	0.07%	199
2025 Q3	$507K	Buy	5,540 +25	+0.5%	+$2.25K	0.08%	172
2025 Q2	$479K	Sell	5,515 -287	-5%	-$23.5K	0.08%	171
2025 Q1	$461K	Sell	5,802 -942	-14%	-$81K	0.07%	172
2024 Q4	$586K	Hold	6,744	–	–	0.08%	160
2024 Q3	$592K	Sell	6,744 -1,546	-19%	-$132K	0.08%	166
2024 Q2	$697K	Buy	8,290 +3,161	+62%	+$267K	0.07%	169
2024 Q1	$448K	Buy	5,129 +2,440	+91%	+$194K	0.05%	215
2023 Q4	$203K	Buy	+2,689	New	+$189K	0.02%	306
2023 Q3	–	Sell	-2,623	Closed	-$188K	–	793
2023 Q2	$188K	Sell	2,623 -71	-3%	-$4.85K	0.03%	299
2023 Q1	$184K	Buy	+2,694	New	+$184K	0.02%	319