Wellspring Financial Advisors’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 | $376K | Hold |
367,706
| – | – | 0.04% | 97 |
|
|
2025
Q1 | $375K | Sell |
367,706
-72
| -0% | -$74 | 0.04% | 84 |
|
|
2024
Q4 | $382K | Hold |
367,778
| – | – | 0.04% | 89 |
|
|
2024
Q3 | $383K | Hold |
367,778
| – | – | 0.05% | 98 |
|
|
2024
Q2 | $382K | Hold |
367,778
| – | – | 0.05% | 95 |
|
|
2024
Q1 | $382K | Hold |
367,778
| – | – | 0.06% | 86 |
|
|
2023
Q4 | $380K | Buy |
367,778
+1
| +0% | +$1 | 0.09% | 85 |
|
|
2023
Q3 | $379K | Hold |
367,777
| – | – | 0.11% | 72 |
|
|
2023
Q2 | $380K | Sell |
367,777
-542
| -0.1% | -$560 | 0.11% | 70 |
|
|
2023
Q1 | $416K | Buy |
368,319
+1
| +0% | +$1 | 0.12% | 71 |
|
|
2022
Q4 | $414K | Buy |
368,318
+1
| +0% | +$1 | 0.14% | 69 |
|
|
2022
Q3 | $410K | Sell |
368,317
-412
| -0.1% | -$459 | 0.15% | 56 |
|
|
2022
Q2 | $436K | Sell |
368,729
-14,054
| -4% | -$16.6K | 0.15% | 53 |
|
|
2022
Q1 | $1.49M | Sell |
382,783
-7,654
| -2% | -$29.9K | 0.44% | 35 |
|
|
2021
Q4 | $2.23M | Sell |
390,437
-12,921
| -3% | -$73.8K | 0.62% | 32 |
|
|
2021
Q3 | $2.4M | Buy |
403,358
+362,540
| +888% | +$2.16M | 0.72% | 30 |
|
|
2021
Q2 | $3.16M | Buy |
40,818
+26,453
| +184% | +$2.05M | 0.99% | 27 |
|
|
2021
Q1 | $615K | Sell |
14,365
-19,455
| -58% | -$833K | 0.3% | 37 |
|
|
2020
Q4 | $2.35M | Buy |
33,820
+2,984
| +10% | +$207K | 0.82% | 27 |
|
|
2020
Q3 | $1.77M | Buy |
30,836
+6,539
| +27% | +$375K | 0.69% | 30 |
|
|
2020
Q2 | $1.31M | Buy |
24,297
+9,932
| +69% | +$534K | 0.54% | 31 |
|
|
2020
Q1 | $615K | Buy |
+14,365
| New | +$615K | 0.3% | 37 |
|