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B.O.S.S. Retirement Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-12,496
Closed -$1.1M – 259
2024
Q3 		$1.1M Buy
12,496
+2,159
+21% +$184K 0.22% 117
2024
Q2 		$869K Buy
10,337
+4,211
+69% +$356K 0.22% 114
2024
Q1 		$464K Sell
6,126
-121
-2% -$9.64K 0.18% 105
2023
Q4 		$473K Buy
6,247
+2,565
+70% +$180K 0.09% 186
2023
Q3 		$255K Sell
3,682
-116
-3% -$8.36K 0.05% 214
2023
Q2 		$272K Buy
3,798
+10
+0.3% +$683 0.06% 211
2023
Q1 		$259K Sell
3,788
-1,297
-26% -$88.6K 0.06% 199
2022
Q4 		$332K Buy
+5,085
New +$335K 0.09% 186

Other funds holding MDYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 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

B.O.S.S. Retirement Advisors's MDYG Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2024, closing a stake of 12,496 shares — an estimated $1.1M sold.

B.O.S.S. Retirement Advisors first reported a position in MDYG in Q4 2022 and held it in 8 quarters. The position peaked at $1.1M in Q3 2024. 388 funds tracked by Wall St. Rank hold MDYG as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 12,496 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2024, an estimated $1.1M.
  • B.O.S.S. Retirement Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.1M in Q3 2024.
  • 388 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.