Advisor Resource Council’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Advisor Resource Council’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
2024 Q1	–	Sell	-3,280	Closed	-$248K	–	392
2023 Q4	$248K	Buy	+3,280	New	+$230K	0.03%	391
2022 Q3	–	Sell	-5,142	Closed	-$313K	–	353
2022 Q2	$313K	Buy	+5,142	New	+$346K	0.03%	374
2022 Q1	–	Sell	-9,905	Closed	-$808K	–	401
2021 Q4	$808K	Buy	+9,905	New	+$794K	0.06%	263
2021 Q3	–	Sell	-14,500	Closed	-$1.12M	–	365
2021 Q2	$1.12M	Buy	+14,500	New	+$1.12M	0.12%	189

Other funds holding MDYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Advisor Resource Council's MDYG Position: Q1 2024 in Review

Advisor Resource Council sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2024, closing a stake of 3,280 shares — an estimated $248K sold.

Advisor Resource Council first reported a position in MDYG in Q2 2021 and held it in 4 quarters. The position peaked at $1.12M in Q2 2021. 368 funds tracked by Wall St. Rank hold MDYG as of Q1 2024.

Advisor Resource Council reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Advisor Resource Council sold 3,280 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2024, an estimated $248K.
Advisor Resource Council first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2021 and held it in 4 quarters.
Advisor Resource Council's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.12M in Q2 2021.
368 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.