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

Baldwin Wealth 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
2024 Q4	–	Sell	-360	Closed	-$31.6K	–	702
2024 Q3	$31.6K	Hold	360	–	–	﹤0.01%	627
2024 Q2	$30.3K	Hold	360	–	–	﹤0.01%	420
2024 Q1	$31.4K	Hold	360	–	–	﹤0.01%	435
2023 Q4	$27.2K	Hold	360	–	–	﹤0.01%	462
2023 Q3	$24.9K	Hold	360	–	–	﹤0.01%	488
2023 Q2	$25.8K	Sell	360 -145	-29%	-$9.9K	﹤0.01%	503
2023 Q1	$34.6K	Hold	505	–	–	﹤0.01%	469
2022 Q4	$33K	Hold	505	–	–	﹤0.01%	474
2022 Q3	$31K	Hold	505	–	–	﹤0.01%	394
2022 Q2	$31K	Hold	505	–	–	﹤0.01%	418
2022 Q1	$37K	Hold	505	–	–	﹤0.01%	414
2021 Q4	$41K	Hold	505	–	–	﹤0.01%	374
2021 Q3	$38K	Hold	505	–	–	﹤0.01%	382
2021 Q2	$39K	Hold	505	–	–	﹤0.01%	389
2021 Q1	$38K	Hold	505	–	–	﹤0.01%	375
2020 Q4	$35K	Hold	505	–	–	﹤0.01%	351
2020 Q3	$29K	Sell	505 -325	-39%	-$18.5K	﹤0.01%	351
2020 Q2	$45K	Hold	830	–	–	0.01%	305
2020 Q1	$36K	Sell	830 -37	-4%	-$1.95K	0.01%	315
2019 Q4	$49K	Hold	867	–	–	0.01%	319
2019 Q3	$47K	Buy	+867	New	+$46.8K	0.01%	317

Other funds holding MDYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baldwin Wealth Partners's MDYG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2024, closing a stake of 360 shares — an estimated $31.6K sold.

Baldwin Wealth Partners first reported a position in MDYG in Q3 2019 and held it in 21 quarters. The position peaked at $49K in Q4 2019. 388 funds tracked by Wall St. Rank hold MDYG as of Q4 2024.

Baldwin Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 360 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2024, an estimated $31.6K.
Baldwin Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2019 and held it in 21 quarters.
Baldwin Wealth Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $49K in Q4 2019.
388 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.