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 New York $303B AUM 53.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return

Bernardo Wealth Planning's MDYG Position: Q2 2024 in Review

Bernardo Wealth Planning sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 51,216 shares — an estimated $4.47M sold.

Bernardo Wealth Planning first reported a position in MDYG in Q4 2022 and held it in 6 quarters. The position peaked at $4.47M in Q1 2024. 365 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

Bernardo Wealth Planning reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Bernardo Wealth Planning sold 51,216 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $4.47M.
Bernardo Wealth Planning first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and held it in 6 quarters.
Bernardo Wealth Planning's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $4.47M in Q1 2024.
365 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Bernardo Wealth Planning's 13F filing for Q2 2024, filed 10 Jul 2024.