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Benjamin F. Edwards & Company’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Benjamin F. Edwards & Company’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 		$33.8M Sell
402,009
-455,374
-53% -$38.5M 0.59% 47
2024
Q1 		$74.8M Buy
857,383
+18,428
+2% +$1.47M 1.36% 7
2023
Q4 		$63.5M Sell
838,955
-80,946
-9% -$5.68M 1.27% 6
2023
Q3 		$63.6M Buy
919,901
+5,500
+0.6% +$396K 2.44% 4
2023
Q2 		$65.5M Buy
914,401
+284,089
+45% +$19.4M 2.49% 4
2023
Q1 		$43.1M Buy
630,312
+85,922
+16% +$5.87M 1.81% 8
2022
Q4 		$35.6M Buy
544,390
+432,942
+388% +$28.5M 1.6% 9
2022
Q3 		$6.73M Buy
111,448
+8,779
+9% +$580K 0.34% 79
2022
Q2 		$6.26M Sell
102,669
-94,475
-48% -$6.35M 0.3% 81
2022
Q1 		$14.6M Buy
197,144
+61,256
+45% +$4.53M 0.65% 34
2021
Q4 		$11.1M Buy
135,888
+43,653
+47% +$3.5M 0.49% 43
2021
Q3 		$6.98M Buy
92,235
+29,787
+48% +$2.32M 0.35% 71
2021
Q2 		$4.84M Sell
62,448
-37,703
-38% -$2.9M 0.25% 97
2021
Q1 		$7.52M Sell
100,151
-191,751
-66% -$14.2M 0.41% 61
2020
Q4 		$20.2M Sell
291,902
-220,100
-43% -$14.1M 1.2% 10
2020
Q3 		$29.4M Sell
512,002
-51,226
-9% -$2.92M 1.97% 6
2020
Q2 		$30.3M Buy
563,228
+563,103
+450,482% +$28.1M 2.2% 2
2020
Q1 		$5K Sell
125
-4,500
-97% -$237K ﹤0.01% 1426
2019
Q4 		$264K Buy
4,625
+1
+0% +$55 0.02% 534
2019
Q3 		$248K Buy
4,624
+10
+0.2% +$539 0.02% 507
2019
Q2 		$250K Sell
4,614
-7,022
-60% -$374K 0.02% 479
2019
Q1 		$611K Buy
11,636
+350
+3% +$17.7K 0.06% 299
2018
Q4 		$517K Buy
11,286
+2,408
+27% +$121K 0.05% 307
2018
Q3 		$497K Buy
8,878
+441
+5% +$24.6K 0.05% 328
2018
Q2 		$456K Buy
8,437
+520
+7% +$27.9K 0.04% 344
2018
Q1 		$416K Buy
7,917
+1,785
+29% +$94.8K 0.04% 353
2017
Q4 		$318K Buy
6,132
+687
+13% +$35.1K 0.03% 388
2017
Q3 		$268K Buy
5,445
+4,785
+725% +$229K 0.03% 391
2017
Q2 		$31K Buy
+660
New +$31.2K ﹤0.01% 816

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

Benjamin F. Edwards & Company's MDYG Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 53% in Q2 2024, selling an estimated $38.5M and leaving 402,009 shares worth $33.8M. The position accounts for 0.59% of the portfolio, ranked #47.

Benjamin F. Edwards & Company first reported a position in MDYG in Q2 2017 and has held it in 29 quarters since. The position peaked at $74.8M in Q1 2024. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

  • Benjamin F. Edwards & Company held 402,009 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $33.8M as of Q2 2024.
  • Benjamin F. Edwards & Company sold 455,374 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $38.5M.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.59% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #47 holding.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2017 and has held it in 29 quarters since.
  • Benjamin F. Edwards & Company's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $74.8M in Q1 2024.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.