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

Cetera Advisors’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
Q1 		$3.99M Buy
45,690
+38,346
+522% +$3.06M 0.03% 536
2023
Q4 		$556K Buy
7,344
+464
+7% +$32.5K 0.01% 1065
2023
Q3 		$476K Sell
6,880
-15
-0.2% -$1.08K 0.01% 1091
2023
Q2 		$494K Sell
6,895
-69
-1% -$4.71K 0.01% 1061
2023
Q1 		$477K Sell
6,964
-510
-7% -$34.8K 0.01% 1044
2022
Q4 		$488K Sell
7,474
-34,078
-82% -$2.24M 0.01% 984
2022
Q3 		$2.51M Buy
41,552
+6,354
+18% +$419K 0.07% 312
2022
Q2 		$2.15M Buy
35,198
+28,524
+427% +$1.92M 0.05% 359
2022
Q1 		$495K Buy
6,674
+282
+4% +$20.9K 0.01% 882
2021
Q4 		$521K Buy
6,392
+555
+10% +$44.5K 0.01% 878
2021
Q3 		$442K Sell
5,837
-266
-4% -$20.7K 0.01% 923
2021
Q2 		$473K Buy
+6,103
New +$470K 0.01% 845
2019
Q2 		– Sell
-3,360
Closed -$176K – 1145
2019
Q1 		$176K Buy
+3,360
New +$170K 0.01% 806
2018
Q4 		– Sell
-4,148
Closed -$232K – 916
2018
Q3 		$232K Sell
4,148
-42,495
-91% -$2.37M 0.01% 826
2018
Q2 		$2.51M Sell
46,643
-11,353
-20% -$610K 0.14% 152
2018
Q1 		$3.05M Buy
57,996
+23,004
+66% +$1.22M 0.18% 136
2017
Q4 		$1.8M Sell
34,992
-4,716
-12% -$241K 0.11% 189
2017
Q3 		$1.96M Sell
39,708
-2,010
-5% -$96.3K 0.12% 187
2017
Q2 		$1.99M Sell
41,718
-1,575
-4% -$74.4K 0.12% 176
2017
Q1 		$2.02M Buy
43,293
+5,190
+14% +$238K 0.13% 167
2016
Q4 		$1.69M Buy
38,103
+19,527
+105% +$836K 0.13% 171
2016
Q3 		$800K Buy
18,576
+69
+0.4% +$2.94K 0.06% 306
2016
Q2 		$755K Buy
+18,507
New +$746K 0.06% 319

Other funds holding MDYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

Cetera Advisors's MDYG Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 522% in Q1 2024, buying an estimated $3.06M and bringing the position to 45,690 shares worth $3.99M. The position accounts for 0.03% of the portfolio, ranked #536.

Cetera Advisors first reported a position in MDYG in Q2 2016 and has held it in 23 quarters since. 368 funds tracked by Wall St. Rank hold MDYG as of Q1 2024.

  • Cetera Advisors held 45,690 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $3.99M as of Q1 2024.
  • Cetera Advisors bought 38,346 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2024, an estimated $3.06M.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #536 holding.
  • Cetera Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2016 and has held it in 23 quarters since.
  • 368 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.