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Amplius Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Amplius Wealth Advisors’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
-8,818
Closed -$532K – 177
2022
Q3 		$532K Buy
8,818
+5,224
+145% +$345K 0.1% 80
2022
Q2 		$219K Buy
+3,594
New +$242K 0.04% 153

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

Amplius Wealth Advisors's MDYG Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2022, closing a stake of 8,818 shares — an estimated $532K sold.

Amplius Wealth Advisors first reported a position in MDYG in Q2 2022 and held it in 2 quarters. The position peaked at $532K in Q3 2022. 293 funds tracked by Wall St. Rank hold MDYG as of Q4 2022.

  • Amplius Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 8,818 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2022, an estimated $532K.
  • Amplius Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and held it in 2 quarters.
  • Amplius Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $532K in Q3 2022.
  • 293 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.