Capital Advisory Group Advisory Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Capital Advisory Group Advisory Services’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	-1,340	Closed	-$87K	–	173
2022 Q2	$87K	Hold	1,340	–	–	0.05%	151
2022 Q1	$99K	Buy	+1,340	New	+$99.1K	0.05%	195
2021 Q4	–	Sell	-340	Closed	-$26K	–	355
2021 Q3	$26K	Sell	340 -200	-37%	-$15.6K	0.01%	302
2021 Q2	$42K	Hold	540	–	–	0.02%	279
2021 Q1	$41K	Buy	540 +10	+2%	+$739	0.02%	261
2020 Q4	$37K	Buy	530 +200	+61%	+$12.8K	0.02%	265
2020 Q3	$19K	Hold	330	–	–	0.01%	273
2020 Q2	$18K	Hold	330	–	–	0.01%	265
2020 Q1	$14K	Hold	330	–	–	0.02%	200
2019 Q4	$19K	Buy	330 +300	+1,000%	+$16.5K	0.01%	140
2019 Q3	$2K	Sell	30 -25	-45%	-$1.35K	﹤0.01%	395
2019 Q2	$3K	Hold	55	–	–	﹤0.01%	362
2019 Q1	$3K	Buy	55 +20	+57%	+$1.01K	﹤0.01%	355
2018 Q4	$1K	Hold	35	–	–	﹤0.01%	376
2018 Q3	$2K	Buy	+35	New	+$1.95K	﹤0.01%	336

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

Capital Advisory Group Advisory Services's MDYG Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2022, closing a stake of 1,340 shares — an estimated $87K sold.

Capital Advisory Group Advisory Services first reported a position in MDYG in Q3 2018 and held it in 15 quarters. The position peaked at $99K in Q1 2022. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,340 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2022, an estimated $87K.
Capital Advisory Group Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $99K in Q1 2022.
258 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.