Willner & Heller’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 | $693K | Buy |
7,977
+85
| +1% | +$7.38K | 0.58% | 52 |
|
|
2025
Q1 | $627K | Buy |
7,892
+39
| +0.5% | +$3.1K | 0.58% | 55 |
|
|
2024
Q4 | $682K | Buy |
7,853
+152
| +2% | +$13.2K | 0.6% | 49 |
|
|
2024
Q3 | $676K | Buy |
7,701
+17
| +0.2% | +$1.49K | 0.6% | 48 |
|
|
2024
Q2 | $646K | Buy |
7,684
+43
| +0.6% | +$3.62K | 0.62% | 45 |
|
|
2024
Q1 | $667K | Sell |
7,641
-119
| -2% | -$10.4K | 0.66% | 47 |
|
|
2023
Q4 | $587K | Buy |
+7,760
| New | +$587K | 0.66% | 48 |
|
|
2022
Q4 | $500K | Buy |
7,659
+402
| +6% | +$26.3K | 0.71% | 48 |
|
|
2022
Q3 | $438K | Buy |
7,257
+24
| +0.3% | +$1.45K | 0.71% | 50 |
|
|
2022
Q2 | $441K | Buy |
7,233
+194
| +3% | +$11.8K | 0.69% | 50 |
|
|
2022
Q1 | $574K | Buy |
7,039
+270
| +4% | +$22K | 0.71% | 50 |
|
|
2021
Q4 | $512K | Buy |
+6,769
| New | +$512K | 0.68% | 49 |
|