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

EPG 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
2023 Q2	–	Sell	-399	Closed	-$27.3K	–	422
2023 Q1	$27.3K	Sell	399 -199	-33%	-$13.6K	0.01%	322
2022 Q4	$39.1K	Buy	598 +2	+0.3%	+$132	0.01%	275
2022 Q3	$36K	Buy	+596	New	+$39.3K	0.01%	276
2022 Q2	–	Sell	-592	Closed	-$44K	–	330
2022 Q1	$44K	Buy	592 +1	+0.2%	+$74	0.02%	298
2021 Q4	$48K	Sell	591 -1	-0.2%	-$80	0.02%	295
2021 Q3	$45K	Buy	+592	New	+$46K	0.02%	278
2020 Q2	–	Sell	-385	Closed	-$17K	–	519
2020 Q1	$17K	Buy	+385	New	+$20.3K	0.01%	416

Other funds holding MDYG

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

Chartist Inc Seal Beach, California $139M AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

EPG Wealth Management's MDYG Position: Q2 2023 in Review

EPG Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2023, closing a stake of 399 shares — an estimated $27.3K sold.

EPG Wealth Management first reported a position in MDYG in Q1 2020 and held it in 7 quarters. The position peaked at $48K in Q4 2021. 296 funds tracked by Wall St. Rank hold MDYG as of Q2 2023.

EPG Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
EPG Wealth Management sold 399 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2023, an estimated $27.3K.
EPG Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2020 and held it in 7 quarters.
EPG Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $48K in Q4 2021.
296 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2023.

Based on EPG Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.