Wellspring Financial Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Hold |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $382K | Hold |
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|
2024
Q3 | $383K | Hold |
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|
2024
Q2 | $382K | Hold |
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|
2024
Q1 | $382K | Hold |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $379K | Hold |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $2.23M | Sell |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $3.16M | Buy |
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|
2021
Q1 | $615K | Sell |
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|
2020
Q4 | $2.35M | Buy |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q2 | $1.31M | Buy |
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|
2020
Q1 | $615K | Buy |
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