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Covenant Multifamily Offices’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Covenant Multifamily Offices’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
2021
Q3 		$224K Buy
2,953
+108
+4% +$8.4K 0.04% 218
2021
Q2 		$221K Buy
+2,845
New +$219K 0.04% 207

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Covenant Multifamily Offices's MDYG Position: Q3 2021 in Review

Covenant Multifamily Offices increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.8% in Q3 2021, buying an estimated $8.4K and bringing the position to 2,953 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #218.

Covenant Multifamily Offices first reported a position in MDYG in Q2 2021 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold MDYG as of Q3 2021.

  • Covenant Multifamily Offices held 2,953 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $224K as of Q3 2021.
  • Covenant Multifamily Offices bought 108 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2021, an estimated $8.4K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Covenant Multifamily Offices's portfolio in Q3 2021, its #218 holding.
  • Covenant Multifamily Offices first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2021 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.