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

Burt Wealth Advisors’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
-2,460
Closed -$215K – 117
2024
Q1 		$215K Buy
+2,460
New +$196K 0.05% 115
2022
Q1 		– Sell
-2,585
Closed -$211K – 104
2021
Q4 		$211K Sell
2,585
-60
-2% -$4.81K 0.07% 90
2021
Q3 		$200K Hold
2,645
– – 0.06% 96
2021
Q2 		$205K Buy
+2,645
New +$204K 0.07% 93
2021
Q1 		– Sell
-2,645
Closed -$183K – 250
2020
Q4 		$183K Hold
2,645
– – 0.06% 93
2020
Q3 		$152K Sell
2,645
-800
-23% -$45.6K 0.06% 99
2020
Q2 		$185K Sell
3,445
-36
-1% -$1.79K 0.08% 83
2020
Q1 		$149K Buy
3,481
+50
+1% +$2.64K 0.07% 94
2019
Q4 		$196K Sell
3,431
-5
-0.1% -$275 0.08% 85
2019
Q3 		$185K Sell
3,436
-141
-4% -$7.61K 0.08% 87
2019
Q2 		$194K Hold
3,577
– – 0.09% 83
2019
Q1 		$188K Sell
3,577
-2,546
-42% -$129K 0.08% 85
2018
Q4 		$281K Buy
6,123
+2,897
+90% +$146K 0.13% 68
2018
Q3 		$180K Sell
3,226
-249
-7% -$13.9K 0.08% 93
2018
Q2 		$188K Sell
3,475
-2
-0.1% -$107 0.09% 83
2018
Q1 		$182K Buy
3,477
+102
+3% +$5.42K 0.09% 81
2017
Q4 		$175K Buy
3,375
+45
+1% +$2.3K 0.11% 83
2017
Q3 		$164K Sell
3,330
-33
-1% -$1.58K 0.11% 85
2017
Q2 		$160K Buy
3,363
+105
+3% +$4.96K 0.11% 84
2017
Q1 		$151K Buy
3,258
+6
+0.2% +$275 0.11% 77
2016
Q4 		$144K Buy
3,252
+90
+3% +$3.85K 0.13% 88
2016
Q3 		$134K Buy
3,162
+9
+0.3% +$384 0.14% 83
2016
Q2 		$129K Sell
3,153
-609
-16% -$24.5K 0.14% 81
2016
Q1 		$149K Buy
3,762
+312
+9% +$11.6K 0.14% 75
2015
Q4 		$135K Buy
3,450
+795
+30% +$32K 0.11% 84
2015
Q3 		$102K Buy
2,655
+132
+5% +$5.43K 0.13% 90
2015
Q2 		$115K Buy
2,523
+126
+5% +$5.32K 0.13% 94
2015
Q1 		$101K Sell
2,397
-270
-10% -$11K 0.1% 91
2014
Q4 		$115K Buy
+2,667
New +$103K 0.12% 92

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

Burt Wealth Advisors's MDYG Position: Q2 2024 in Review

Burt Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 2,460 shares — an estimated $215K sold.

Burt Wealth Advisors first reported a position in MDYG in Q4 2014 and held it in 29 quarters. The position peaked at $281K in Q4 2018. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

  • Burt Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Burt Wealth Advisors sold 2,460 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $215K.
  • Burt Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2014 and held it in 29 quarters.
  • Burt Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $281K in Q4 2018.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Burt Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.