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

Baystate 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
2023 Q4	$19.8K	Buy	261 +1	+0.4%	+$70	﹤0.01%	562
2023 Q3	$18K	Buy	260 +1	+0.4%	+$72	﹤0.01%	491
2023 Q2	$18.6K	Buy	259 +1	+0.4%	+$68	﹤0.01%	469
2023 Q1	$17.7K	Sell	258 -16	-6%	-$1.09K	﹤0.01%	472
2022 Q4	$18K	Buy	274 +1	+0.4%	+$66	﹤0.01%	482
2022 Q3	$16K	Buy	273 +1	+0.4%	+$66	﹤0.01%	463
2022 Q2	$17K	Buy	272 +1	+0.4%	+$67	﹤0.01%	475
2022 Q1	$20K	Buy	271 +17	+7%	+$1.26K	﹤0.01%	458
2021 Q4	$21K	Hold	254	–	–	﹤0.01%	464
2021 Q3	$19K	Buy	254 +1	+0.4%	+$78	﹤0.01%	436
2021 Q2	$20K	Hold	253	–	–	﹤0.01%	406
2021 Q1	$19K	Hold	253	–	–	﹤0.01%	376
2020 Q4	$18K	Buy	253 +1	+0.4%	+$64	﹤0.01%	354
2020 Q3	$14K	Hold	252	–	–	﹤0.01%	357
2020 Q2	$14K	Buy	252 +1	+0.4%	+$50	﹤0.01%	343
2020 Q1	$11K	Hold	251	–	–	﹤0.01%	357
2019 Q4	$14K	Sell	251 -367	-59%	-$20.2K	﹤0.01%	369
2019 Q3	$33K	Buy	618 +3	+0.5%	+$162	﹤0.01%	243
2019 Q2	$34K	Buy	615 +2	+0.3%	+$106	﹤0.01%	255
2019 Q1	$33K	Sell	613 -30	-5%	-$1.52K	﹤0.01%	258
2018 Q4	$32K	Buy	643 +34	+6%	+$1.71K	﹤0.01%	258
2018 Q3	$32K	Buy	609 +1	+0.2%	+$56	0.01%	249
2018 Q2	$33K	Buy	608 +2	+0.3%	+$107	﹤0.01%	241
2018 Q1	$32K	Sell	606 -492	-45%	-$26.1K	﹤0.01%	240
2017 Q4	$60K	Hold	1,098	–	–	0.01%	182
2017 Q3	$55K	Hold	1,098	–	–	0.01%	175
2017 Q2	$53K	Buy	1,098 +1,005	+1,081%	+$47.5K	0.01%	172
2017 Q1	$43K	Sell	93 -513	-85%	-$23.5K	0.01%	189
2016 Q4	$27K	Buy	+606	New	+$25.9K	0.01%	205

Other funds holding MDYG

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

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

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

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

AWM

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

Baystate Wealth Management's MDYG Position: Q4 2023 in Review

Baystate Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.38% in Q4 2023, buying an estimated $70 and bringing the position to 261 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Baystate Wealth Management first reported a position in MDYG in Q4 2016 and has held it in 29 quarters since. The position peaked at $60K in Q4 2017. 325 funds tracked by Wall St. Rank hold MDYG as of Q4 2023.

Baystate Wealth Management held 261 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $19.8K as of Q4 2023.
Baystate Wealth Management bought 1 State Street SPDR S&P 400 Mid Cap Growth ETF share in Q4 2023, an estimated $70.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #562 holding.
Baystate Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2016 and has held it in 29 quarters since.
Baystate Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $60K in Q4 2017.
325 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.