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Consolidated Portfolio Review Corp’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Consolidated Portfolio Review Corp’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
Q3 		– Sell
-3,561
Closed -$299K – 320
2024
Q2 		$299K Sell
3,561
-386
-10% -$32.6K 0.07% 235
2024
Q1 		$344K Sell
3,947
-7
-0.2% -$558 0.09% 192
2023
Q4 		$299K Sell
3,954
-29
-0.7% -$2.03K 0.07% 238
2023
Q3 		$275K Sell
3,983
-62
-2% -$4.47K 0.07% 250
2023
Q2 		$290K Buy
4,045
+45
+1% +$3.07K 0.07% 237
2023
Q1 		$274K Buy
+4,000
New +$273K 0.07% 222

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Consolidated Portfolio Review Corp's MDYG Position: Q3 2024 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2024, closing a stake of 3,561 shares — an estimated $299K sold.

Consolidated Portfolio Review Corp first reported a position in MDYG in Q1 2023 and held it in 6 quarters. The position peaked at $344K in Q1 2024. 369 funds tracked by Wall St. Rank hold MDYG as of Q3 2024.

  • Consolidated Portfolio Review Corp reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 3,561 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2024, an estimated $299K.
  • Consolidated Portfolio Review Corp first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and held it in 6 quarters.
  • Consolidated Portfolio Review Corp's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $344K in Q1 2024.
  • 369 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q3 2024, filed 24 Oct 2024.