Eclectic Associates’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Eclectic Associates’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
2023 Q1	–	Sell	-3,263	Closed	-$213K	–	83
2022 Q4	$213K	Buy	+3,263	New	+$215K	0.1%	75
2021 Q2	–	Sell	-2,802	Closed	-$210K	–	66
2021 Q1	$210K	Buy	+2,802	New	+$207K	0.17%	60

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Eclectic Associates's MDYG Position: Q1 2023 in Review

Eclectic Associates sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2023, closing a stake of 3,263 shares — an estimated $213K sold.

Eclectic Associates first reported a position in MDYG in Q1 2021 and held it in 2 quarters. The position peaked at $213K in Q4 2022. 300 funds tracked by Wall St. Rank hold MDYG as of Q1 2023.

Eclectic Associates reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Eclectic Associates sold 3,263 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2023, an estimated $213K.
Eclectic Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2021 and held it in 2 quarters.
Eclectic Associates's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $213K in Q4 2022.
300 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2023.

Based on Eclectic Associates's 13F filing for Q1 2023, filed 7 Apr 2023.