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

Cassady Schiller 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
Q4 		$10.1K Buy
+116
New +$10.4K ﹤0.01% 340

Other funds holding MDYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 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

Cassady Schiller Wealth Management's MDYG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2024: 116 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #340 among its holdings.

388 funds tracked by Wall St. Rank hold MDYG as of Q4 2024.

  • Cassady Schiller Wealth Management held 116 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $10.1K as of Q4 2024.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Cassady Schiller Wealth Management position in Q4 2024.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #340 holding.
  • 388 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.