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Alliance Wealth Advisors (Utah)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q2 		– Sell
-6,841
Closed -$597K – 239
2024
Q1 		$597K Buy
6,841
+178
+3% +$14.2K 0.18% 121
2023
Q4 		$504K Sell
6,663
-53
-0.8% -$3.72K 0.17% 127
2023
Q3 		$464K Buy
6,716
+493
+8% +$35.5K 0.17% 127
2023
Q2 		$446K Buy
6,223
+49
+0.8% +$3.35K 0.17% 133
2023
Q1 		$423K Buy
6,174
+256
+4% +$17.5K 0.17% 129
2022
Q4 		$387K Buy
+5,918
New +$389K 0.17% 127

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM

Alliance Wealth Advisors (Utah)'s MDYG Position: Q2 2024 in Review

Alliance Wealth Advisors (Utah) sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 6,841 shares — an estimated $597K sold.

Alliance Wealth Advisors (Utah) first reported a position in MDYG in Q4 2022 and held it in 6 quarters. The position peaked at $597K in Q1 2024. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 6,841 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $597K.
  • Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and held it in 6 quarters.
  • Alliance Wealth Advisors (Utah)'s State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $597K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2024, filed 2 Aug 2024.