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

Capital Asset 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 Q4	–	Sell	-264	Closed	-$16K	–	458
2022 Q3	$16K	Buy	264 +220	+500%	+$14.5K	﹤0.01%	369
2022 Q2	$3K	Buy	44 +1	+2%	+$67	﹤0.01%	535
2022 Q1	$3K	Buy	43 +7	+19%	+$518	﹤0.01%	534
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	566
2021 Q3	$3K	Buy	36 +1	+3%	+$78	﹤0.01%	666
2021 Q2	$3K	Hold	35	–	–	﹤0.01%	687
2021 Q1	$3K	Sell	35 -1,530	-98%	-$113K	﹤0.01%	655
2020 Q4	$109K	Buy	+1,565	New	+$100K	0.02%	439
2020 Q3	–	Sell	-698	Closed	-$41K	–	585
2020 Q2	$41K	Sell	698 -209	-23%	-$10.4K	0.01%	417
2020 Q1	$43K	Buy	+907	New	+$47.8K	0.01%	365

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Asset Advisory Services's MDYG Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2022, closing a stake of 264 shares — an estimated $16K sold.

Capital Asset Advisory Services first reported a position in MDYG in Q1 2020 and held it in 10 quarters. The position peaked at $109K in Q4 2020. 293 funds tracked by Wall St. Rank hold MDYG as of Q4 2022.

Capital Asset Advisory Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 264 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2022, an estimated $16K.
Capital Asset Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and held it in 10 quarters.
Capital Asset Advisory Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $109K in Q4 2020.
293 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.