CWM
MDYG icon

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

Collaborative Wealth Management’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
2022
Q3 		– Sell
-12,882
Closed -$785K – 179
2022
Q2 		$785K Buy
+12,882
New +$866K 0.52% 61
2021
Q4 		$781K Buy
+9,582
New +$768K 0.43% 76
2021
Q1 		$796K Buy
+10,728
New +$792K 0.46% 69

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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Collaborative Wealth Management's MDYG Position: Q3 2022 in Review

Collaborative Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2022, closing a stake of 12,882 shares — an estimated $785K sold.

Collaborative Wealth Management first reported a position in MDYG in Q1 2021 and held it in 3 quarters. The position peaked at $796K in Q1 2021. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

  • Collaborative Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Collaborative Wealth Management sold 12,882 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2022, an estimated $785K.
  • Collaborative Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2021 and held it in 3 quarters.
  • Collaborative Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $796K in Q1 2021.
  • 258 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2022.

Based on Collaborative Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.