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

Confluence Wealth Services’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
Q4 		– Sell
-8,184
Closed -$718K – 343
2024
Q3 		$718K Sell
8,184
-15,937
-66% -$1.36M 0.05% 186
2024
Q2 		$2.03M Buy
24,121
+13,645
+130% +$1.15M 0.16% 74
2024
Q1 		$914K Buy
+10,476
New +$835K 0.08% 137

Other funds holding MDYG

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Confluence Wealth Services's MDYG Position: Q4 2024 in Review

Confluence Wealth Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2024, closing a stake of 8,184 shares — an estimated $718K sold.

Confluence Wealth Services first reported a position in MDYG in Q1 2024 and held it in 3 quarters. The position peaked at $2.03M in Q2 2024. 389 funds tracked by Wall St. Rank hold MDYG as of Q4 2024.

  • Confluence Wealth Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Confluence Wealth Services sold 8,184 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2024, an estimated $718K.
  • Confluence Wealth Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and held it in 3 quarters.
  • Confluence Wealth Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.03M in Q2 2024.
  • 389 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2024.

Based on Confluence Wealth Services's 13F filing for Q4 2024, filed 27 Jan 2025.