AIP
MDYG icon

Almanack Investment Partners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-238
Closed -$14K – 770
2022
Q3 		$14K Buy
+238
New +$15.7K ﹤0.01% 428
2021
Q4 		– Sell
-19,397
Closed -$1.47M – 534
2021
Q3 		$1.47M Buy
+19,397
New +$1.51M 0.13% 119

Other funds holding MDYG

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
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Almanack Investment Partners's MDYG Position: Q4 2022 in Review

Almanack Investment Partners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2022, closing a stake of 238 shares — an estimated $14K sold.

Almanack Investment Partners first reported a position in MDYG in Q3 2021 and held it in 2 quarters. The position peaked at $1.47M in Q3 2021. 293 funds tracked by Wall St. Rank hold MDYG as of Q4 2022.

  • Almanack Investment Partners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 238 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2022, an estimated $14K.
  • Almanack Investment Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • Almanack Investment Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.47M in Q3 2021.
  • 293 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.