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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
Closed -$451 – 516
2018
Q3 		$451 Sell
8
-9,491
-100% -$529K 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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TC
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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. 296 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.
  • 296 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.