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

Bison Wealth’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
2022 Q3	–	Sell	-565	Closed	-$34K	–	307
2022 Q2	$34K	Hold	565	–	–	0.02%	247
2022 Q1	$42K	Hold	565	–	–	0.02%	274
2021 Q4	$46K	Hold	565	–	–	0.03%	253
2021 Q3	$43K	Hold	565	–	–	0.02%	326
2021 Q2	$44K	Hold	565	–	–	0.02%	322
2021 Q1	$42K	Sell	565 -68	-11%	-$5.02K	0.02%	329
2020 Q4	$44K	Hold	633	–	–	0.02%	302
2020 Q3	$36K	Hold	633	–	–	0.02%	262
2020 Q2	$34K	Sell	633 -101	-14%	-$5.03K	0.02%	266
2020 Q1	$31K	Hold	734	–	–	0.02%	260
2019 Q4	$42K	Buy	+734	New	+$40.4K	0.02%	300

Other funds holding MDYG

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

FNT

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Bison Wealth's MDYG Position: Q3 2022 in Review

Bison Wealth sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2022, closing a stake of 565 shares — an estimated $34K sold.

Bison Wealth first reported a position in MDYG in Q4 2019 and held it in 11 quarters. The position peaked at $46K in Q4 2021. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

Bison Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 565 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2022, an estimated $34K.
Bison Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 11 quarters.
Bison Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $46K in Q4 2021.
258 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.