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

Clark Financial Services Group’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
Q1 		– Sell
-45,136
Closed -$2.95M – 65
2022
Q4 		$2.95M Sell
45,136
-660
-1% -$43.4K 3.39% 6
2022
Q3 		$2.76M Buy
+45,796
New +$3.02M 2.91% 6

Other funds holding MDYG

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
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Clark Financial Services Group's MDYG Position: Q1 2023 in Review

Clark Financial Services Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2023, closing a stake of 45,136 shares — an estimated $2.95M sold.

Clark Financial Services Group first reported a position in MDYG in Q3 2022 and held it in 2 quarters. The position peaked at $2.95M in Q4 2022. 300 funds tracked by Wall St. Rank hold MDYG as of Q1 2023.

  • Clark Financial Services Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Clark Financial Services Group sold 45,136 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2023, an estimated $2.95M.
  • Clark Financial Services Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2022 and held it in 2 quarters.
  • Clark Financial Services Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.95M 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 Clark Financial Services Group's 13F filing for Q1 2023, filed 12 May 2023.