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Dynamic Advisor Solutions’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Dynamic Advisor Solutions’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
-2,320
Closed -$204K – 749
2024
Q3 		$204K Buy
+2,320
New +$198K 0.01% 882
2018
Q4 		– Sell
-4,715
Closed -$264K – 439
2018
Q3 		$264K Buy
+4,715
New +$263K 0.05% 329

Other funds holding MDYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dynamic Advisor Solutions's MDYG Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2024, closing a stake of 2,320 shares — an estimated $204K sold.

Dynamic Advisor Solutions first reported a position in MDYG in Q3 2018 and held it in 2 quarters. The position peaked at $264K in Q3 2018. 388 funds tracked by Wall St. Rank hold MDYG as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,320 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2024, an estimated $204K.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2018 and held it in 2 quarters.
  • Dynamic Advisor Solutions's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $264K in Q3 2018.
  • 388 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.