YHB Investment 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 | $1.11M | Buy |
12,786
+550
| +4% | +$47.8K | 0.09% | 154 |
|
|
2025
Q1 | $972K | Buy |
12,236
+117
| +1% | +$9.3K | 0.08% | 154 |
|
|
2024
Q4 | $1.05M | Buy |
12,119
+1,037
| +9% | +$90.1K | 0.09% | 149 |
|
|
2024
Q3 | $972K | Buy |
11,082
+1,798
| +19% | +$158K | 0.08% | 151 |
|
|
2024
Q2 | $780K | Buy |
9,284
+525
| +6% | +$44.1K | 0.07% | 163 |
|
|
2024
Q1 | $765K | Sell |
8,759
-1,193
| -12% | -$104K | 0.07% | 160 |
|
|
2023
Q4 | $753K | Sell |
9,952
-82
| -0.8% | -$6.21K | 0.07% | 157 |
|
|
2023
Q3 | $694K | Buy |
10,034
+265
| +3% | +$18.3K | 0.06% | 159 |
|
|
2023
Q2 | $700K | Sell |
9,769
-31
| -0.3% | -$2.22K | 0.07% | 165 |
|
|
2023
Q1 | $671K | Buy |
9,800
+392
| +4% | +$26.8K | 0.07% | 168 |
|
|
2022
Q4 | $615K | Sell |
9,408
-358
| -4% | -$23.4K | 0.07% | 170 |
|
|
2022
Q3 | $589K | Sell |
9,766
-1,678
| -15% | -$101K | 0.07% | 177 |
|
|
2022
Q2 | $698K | Buy |
11,444
+115
| +1% | +$7.01K | 0.07% | 167 |
|
|
2022
Q1 | $841K | Sell |
11,329
-1,114
| -9% | -$82.7K | 0.07% | 170 |
|
|
2021
Q4 | $1.01M | Buy |
12,443
+352
| +3% | +$28.7K | 0.08% | 167 |
|
|
2021
Q3 | $915K | Buy |
12,091
+224
| +2% | +$17K | 0.08% | 167 |
|
|
2021
Q2 | $920K | Buy |
11,867
+1,193
| +11% | +$92.5K | 0.08% | 171 |
|
|
2021
Q1 | $840K | Buy |
10,674
+1,515
| +17% | +$119K | 0.07% | 174 |
|
|
2020
Q4 | $635K | Buy |
9,159
+581
| +7% | +$40.3K | 0.06% | 182 |
|
|
2020
Q3 | $492K | Buy |
+8,578
| New | +$492K | 0.05% | 190 |
|