BWP
MDYG icon

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

Bernardo Wealth Planning’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 		– Sell
-51,216
Closed -$4.47M – 109
2024
Q1 		$4.47M Sell
51,216
-2,702
-5% -$215K 1.24% 22
2023
Q4 		$4.08M Buy
53,918
+2,776
+5% +$195K 1.29% 22
2023
Q3 		$3.54M Buy
51,142
+823
+2% +$59.3K 1.4% 18
2023
Q2 		$3.61M Buy
50,319
+1,621
+3% +$111K 1.44% 17
2023
Q1 		$3.33M Buy
48,698
+5,678
+13% +$388K 1.43% 18
2022
Q4 		$2.81M Buy
+43,020
New +$2.83M 1.31% 18

Other funds holding MDYG

Citigroup
Citigroup New York $157B 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 $376B 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