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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$208K Sell
3,036
-367
-11% -$25.1K 0.19% 115
2022
Q4
$222K Buy
+3,403
New +$224K 0.21% 118

Other funds holding MDYG

Catalyst Wealth Management's MDYG Position: Q1 2023 in Review

Catalyst Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 11% in Q1 2023, selling an estimated $25.1K and leaving 3,036 shares worth $208K. The position accounts for 0.19% of the portfolio, ranked #115.

Catalyst Wealth Management first reported a position in MDYG in Q4 2022 and has held it in 2 quarters since. The position peaked at $222K in Q4 2022. 300 funds tracked by Wall St. Rank hold MDYG as of Q1 2023.

  • Catalyst Wealth Management held 3,036 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $208K as of Q1 2023.
  • Catalyst Wealth Management sold 367 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2023, an estimated $25.1K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.19% of Catalyst Wealth Management's portfolio in Q1 2023, its #115 holding.
  • Catalyst Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $222K in Q4 2022.
  • 300 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.