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

BerganKDV 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 Q2	$75.4K	Hold	1,052	–	–	0.01%	335
2023 Q1	$72K	Sell	1,052 -471	-31%	-$32.2K	0.01%	351
2022 Q4	$99.5K	Sell	1,523 -1,424	-48%	-$93.7K	0.01%	307
2022 Q3	$178K	Hold	2,947	–	–	0.02%	238
2022 Q2	$180K	Hold	2,947	–	–	0.02%	247
2022 Q1	$219K	Sell	2,947 -350	-11%	-$25.9K	0.02%	236
2021 Q4	$269K	Hold	3,297	–	–	0.03%	235
2021 Q3	$249K	Hold	3,297	–	–	0.03%	235
2021 Q2	$256K	Hold	3,297	–	–	0.03%	225
2021 Q1	$248K	Hold	3,297	–	–	0.03%	220
2020 Q4	$229K	Buy	3,297 +158	+5%	+$10.1K	0.03%	210
2020 Q3	$180K	Sell	3,139 -5,038	-62%	-$287K	0.03%	222
2020 Q2	$440K	Sell	8,177 -7,166	-47%	-$357K	0.08%	157
2020 Q1	$657K	Buy	15,343 +1,838	+14%	+$97K	0.13%	114
2019 Q4	$771K	Buy	13,505 +9,202	+214%	+$506K	0.14%	117
2019 Q3	$231K	Sell	4,303 -348	-7%	-$18.8K	0.05%	193
2019 Q2	$252K	Sell	4,651 -76	-2%	-$4.05K	0.05%	190
2019 Q1	$248K	Sell	4,727 -2,800	-37%	-$142K	0.05%	188
2018 Q4	$345K	Buy	7,527 +6	+0.1%	+$302	0.08%	135
2018 Q3	$421K	Sell	7,521 -1,978	-21%	-$110K	0.09%	130
2018 Q2	$513K	Sell	9,499 -1,031	-10%	-$55.4K	0.11%	123
2018 Q1	$553K	Sell	10,530 -624	-6%	-$33.1K	0.15%	112
2017 Q4	$578K	Buy	11,154 +18	+0.2%	+$920	0.14%	120
2017 Q3	$547K	Sell	11,136 -144	-1%	-$6.9K	0.14%	117
2017 Q2	$538K	Sell	11,280 -2,025	-15%	-$95.7K	0.15%	115
2017 Q1	$617K	Sell	13,305 -92,469	-87%	-$4.24M	0.18%	109
2016 Q4	$4.69M	Buy	105,774 +5,124	+5%	+$219K	1.56%	10
2016 Q3	$4.28M	Buy	100,650 +23,679	+31%	+$1.01M	1.48%	11
2016 Q2	$3.16M	Buy	76,971 +43,437	+130%	+$1.75M	1.35%	11
2016 Q1	$1.32M	Buy	+33,534	New	+$1.24M	0.8%	32

Other funds holding MDYG

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

BFEC

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

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

PPW

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

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

Chartist Inc Seal Beach, California $139M AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BerganKDV Wealth Management's MDYG Position: Q2 2023 in Review

BerganKDV Wealth Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2023 at 1,052 shares worth $75.4K. The position accounts for 0.01% of the portfolio, ranked #335.

BerganKDV Wealth Management first reported a position in MDYG in Q1 2016 and has held it in 30 quarters since. The position peaked at $4.69M in Q4 2016. 296 funds tracked by Wall St. Rank hold MDYG as of Q2 2023.

BerganKDV Wealth Management held 1,052 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $75.4K as of Q2 2023.
BerganKDV Wealth Management left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2023.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #335 holding.
BerganKDV Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2016 and has held it in 30 quarters since.
BerganKDV Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $4.69M in Q4 2016.
296 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.