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Baker Tilly Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Baker Tilly Wealth Management’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
-5,893
Closed -$514K – 360
2024
Q1 		$514K Sell
5,893
-1,561
-21% -$124K 0.09% 245
2023
Q4 		$564K Buy
7,454
+2,674
+56% +$188K 0.09% 251
2023
Q3 		$330K Sell
4,780
-1,907
-29% -$137K 0.05% 345
2023
Q2 		$479K Sell
6,687
-624
-9% -$42.6K 0.05% 349
2023
Q1 		$500K Buy
7,311
+1,516
+26% +$104K 0.06% 332
2022
Q4 		$379K Buy
5,795
+554
+11% +$36.4K 0.05% 393
2022
Q3 		$316K Buy
5,241
+845
+19% +$55.8K 0.04% 401
2022
Q2 		$268K Buy
4,396
+908
+26% +$61.1K 0.04% 431
2022
Q1 		$259K Sell
3,488
-10,641
-75% -$787K 0.03% 450
2021
Q4 		$1.15M Buy
+14,129
New +$1.13M 0.12% 172

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

Baker Tilly Wealth Management's MDYG Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 5,893 shares — an estimated $514K sold.

Baker Tilly Wealth Management first reported a position in MDYG in Q4 2021 and held it in 10 quarters. The position peaked at $1.15M in Q4 2021. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,893 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $514K.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and held it in 10 quarters.
  • Baker Tilly Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.15M in Q4 2021.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.