55I LLC’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

55I LLC’s Portfolio MDYG Stock Details MDYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$713K	Buy	11,819 +7,526	+175%	+$497K	0.02%	314
2022 Q2	$262K	Sell	4,293 -289	-6%	-$19.4K	0.01%	466
2022 Q1	$340K	Buy	4,582 +1,744	+61%	+$129K	0.01%	407
2021 Q4	$231K	Sell	2,838 -135	-5%	-$10.8K	0.01%	462
2021 Q3	$225K	Buy	2,973 +242	+9%	+$18.8K	0.01%	448
2021 Q2	$212K	Buy	+2,731	New	+$210K	0.01%	379
2020 Q2	–	Sell	-4,296	Closed	-$200K	–	216
2020 Q1	$200K	Buy	+4,296	New	+$227K	0.06%	159

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

55I LLC's MDYG Position: Q3 2022 in Review

55I LLC increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 175% in Q3 2022, buying an estimated $497K and bringing the position to 11,819 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #314.

55I LLC first reported a position in MDYG in Q1 2020 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

55I LLC held 11,819 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $713K as of Q3 2022.
55I LLC bought 7,526 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2022, an estimated $497K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of 55I LLC's portfolio in Q3 2022, its #314 holding.
55I LLC first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and has held it in 7 quarters since.
258 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.