Centaurus Financial’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Centaurus Financial’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
2023 Q2	–	Sell	-2,674	Closed	-$183K	–	857
2023 Q1	$183K	Buy	+2,674	New	+$183K	0.01%	692
2018 Q4	–	Sell	-8,000	Closed	-$451K	–	517
2018 Q3	$451K	Sell	8,000 -1,499	-16%	-$83.6K	0.08%	258
2018 Q2	$513K	Buy	9,499 +1,750	+23%	+$94K	0.07%	305
2018 Q1	$407K	Buy	7,749 +2,334	+43%	+$124K	0.1%	224
2017 Q4	$281K	Buy	+5,415	New	+$277K	0.07%	248

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

BFEC

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Centaurus Financial's MDYG Position: Q2 2023 in Review

Centaurus Financial sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2023, closing a stake of 2,674 shares — an estimated $183K sold.

Centaurus Financial first reported a position in MDYG in Q4 2017 and held it in 5 quarters. The position peaked at $513K in Q2 2018. 295 funds tracked by Wall St. Rank hold MDYG as of Q2 2023.

Centaurus Financial reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Centaurus Financial sold 2,674 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2023, an estimated $183K.
Centaurus Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 5 quarters.
Centaurus Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $513K in Q2 2018.
295 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2023.

Based on Centaurus Financial's 13F filing for Q2 2023, filed 15 Aug 2023.