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

Curi 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	-439	Closed	-$27K	–	493
2022 Q2	$27K	Buy	439 +1	+0.2%	+$67	0.01%	276
2022 Q1	$32K	Hold	438	–	–	0.01%	248
2021 Q4	$35K	Buy	+438	New	+$35.1K	0.01%	200
2021 Q1	–	Sell	-396	Closed	-$27K	–	327
2020 Q4	$27K	Buy	+396	New	+$25.3K	0.02%	191

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

Curi Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2022, closing a stake of 439 shares — an estimated $27K sold.

Curi Wealth Management first reported a position in MDYG in Q4 2020 and held it in 4 quarters. The position peaked at $35K in Q4 2021. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

Curi 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.
Curi Wealth Management sold 439 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2022, an estimated $27K.
Curi Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $35K in Q4 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 Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.