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

Cabot 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
2024
Q2 		– Sell
-2,571
Closed -$224K – 141
2024
Q1 		$224K Buy
+2,571
New +$205K 0.03% 136
2023
Q2 		– Sell
-3,269
Closed -$224K – 147
2023
Q1 		$224K Sell
3,269
-171
-5% -$11.7K 0.04% 131
2022
Q4 		$225K Sell
3,440
-58
-2% -$3.82K 0.04% 137
2022
Q3 		$211K Sell
3,498
-169
-5% -$11.2K 0.04% 146
2022
Q2 		$224K Buy
3,667
+572
+18% +$38.5K 0.04% 144
2022
Q1 		$230K Buy
+3,095
New +$229K 0.03% 151
2018
Q1 		– Sell
-4,041
Closed -$209K – 134
2017
Q4 		$209K Buy
+4,041
New +$207K 0.05% 131
2017
Q3 		– Sell
-7,341
Closed -$350K – 134
2017
Q2 		$350K Sell
7,341
-4,449
-38% -$210K 0.08% 109
2017
Q1 		$547K Sell
11,790
-5,022
-30% -$230K 0.13% 95
2016
Q4 		$745K Sell
16,812
-1,299
-7% -$55.6K 0.2% 96
2016
Q3 		$770K Sell
18,111
-2,034
-10% -$86.8K 0.2% 96
2016
Q2 		$826K Sell
20,145
-927
-4% -$37.3K 0.22% 92
2016
Q1 		$833K Sell
21,072
-1,761
-8% -$65.4K 0.23% 86
2015
Q4 		$896K Sell
22,833
-141
-0.6% -$5.67K 0.23% 98
2015
Q3 		$889K Sell
22,974
-1,092
-5% -$44.9K 0.25% 91
2015
Q2 		$1M Sell
24,066
-222
-0.9% -$9.36K 0.24% 94
2015
Q1 		$1.02M Sell
24,288
-1,110
-4% -$45.3K 0.25% 96
2014
Q4 		$1M Sell
25,398
-138
-0.5% -$5.31K 0.25% 96
2014
Q3 		$960K Sell
25,536
-2,823
-10% -$108K 0.25% 102
2014
Q2 		$1.1M Sell
28,359
-600
-2% -$22.5K 0.28% 93
2014
Q1 		$1.1M Sell
28,959
-1,755
-6% -$65.5K 0.29% 100
2013
Q4 		$1.15M Sell
30,714
-6,039
-16% -$216K 0.3% 107
2013
Q3 		$1.27M Sell
36,753
-4,011
-10% -$135K 0.38% 94
2013
Q2 		$1.31M Buy
+40,764
New +$1.31M 0.45% 82

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

Cabot Wealth Management's MDYG Position: Q2 2024 in Review

Cabot Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 2,571 shares — an estimated $224K sold.

Cabot Wealth Management first reported a position in MDYG in Q2 2013 and held it in 24 quarters. The position peaked at $1.31M in Q2 2013. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

  • Cabot Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Cabot Wealth Management sold 2,571 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $224K.
  • Cabot Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2013 and held it in 24 quarters.
  • Cabot Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.31M in Q2 2013.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Cabot Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.