Baltimore-Washington Financial Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Baltimore-Washington Financial 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 Q2	–	Sell	-3,244	Closed	-$243K	–	141
2022 Q1	$243K	Buy	3,244 +263	+9%	+$19.5K	0.02%	135
2021 Q4	$243K	Sell	2,981 -263	-8%	-$21.1K	0.02%	123
2021 Q3	$245K	Sell	3,244 -42	-1%	-$3.27K	0.02%	115
2021 Q2	$254K	Buy	3,286 +42	+1%	+$3.23K	0.02%	115
2021 Q1	$243K	Hold	3,244	–	–	0.02%	115
2020 Q4	$224K	Buy	+3,244	New	+$208K	0.02%	114

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Baltimore-Washington Financial Advisors's MDYG Position: Q2 2022 in Review

Baltimore-Washington Financial Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2022, closing a stake of 3,244 shares — an estimated $243K sold.

Baltimore-Washington Financial Advisors first reported a position in MDYG in Q4 2020 and held it in 6 quarters. The position peaked at $254K in Q2 2021. 264 funds tracked by Wall St. Rank hold MDYG as of Q2 2022.

Baltimore-Washington Financial Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 3,244 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2022, an estimated $243K.
Baltimore-Washington Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 6 quarters.
Baltimore-Washington Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $254K in Q2 2021.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.