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

Asset Dedication 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
2021
Q4 		– Sell
-113
Closed -$8K – 998
2021
Q3 		$8K Buy
+113
New +$8.79K ﹤0.01% 732
2019
Q2 		– Sell
-171
Closed -$10K – 610
2019
Q1 		$10K Buy
+171
New +$8.66K ﹤0.01% 446
2018
Q4 		– Sell
-171
Closed -$10K – 621
2018
Q3 		$10K Buy
+171
New +$9.54K ﹤0.01% 442

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Asset Dedication LLC's MDYG Position: Q4 2021 in Review

Asset Dedication LLC sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2021, closing a stake of 113 shares — an estimated $8K sold.

Asset Dedication LLC first reported a position in MDYG in Q3 2018 and held it in 3 quarters. The position peaked at $10K in Q1 2019. 283 funds tracked by Wall St. Rank hold MDYG as of Q4 2021.

  • Asset Dedication LLC reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Asset Dedication LLC sold 113 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2021, an estimated $8K.
  • Asset Dedication LLC first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2018 and held it in 3 quarters.
  • Asset Dedication LLC's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $10K in Q1 2019.
  • 283 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2021.

Based on Asset Dedication LLC's 13F filing for Q4 2021, filed 21 Jan 2022.