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

ETFidea’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 Q3	$11.2M	Hold	127,123	–	–	3.53%	7
2024 Q2	$10.7M	Sell	127,123 -58	-0%	-$4.9K	3.61%	7
2024 Q1	$11.1M	Buy	127,181 +301	+0.2%	+$24K	3.78%	6
2023 Q4	$9.6M	Buy	126,880 +4,300	+4%	+$302K	3.61%	7
2023 Q3	$8.48M	Hold	122,580	–	–	3.6%	7
2023 Q2	$8.78M	Buy	122,580 +141	+0.1%	+$9.63K	3.59%	7
2023 Q1	$8.38M	Sell	122,439 -82	-0.1%	-$5.6K	3.66%	7
2022 Q4	$8.01M	Sell	122,521 -379	-0.3%	-$24.9K	3.7%	7
2022 Q3	$7.42M	Buy	122,900 +1,407	+1%	+$92.9K	3.82%	7
2022 Q2	$7.41M	Sell	121,493 -11,314	-9%	-$761K	3.7%	7
2022 Q1	$9.86M	Buy	132,807 +9,385	+8%	+$694K	4.25%	6
2021 Q4	$10.1M	Buy	+123,422	New	+$9.89M	4.04%	6

Other funds holding MDYG

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

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

AWM

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

CIM

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

ETFidea's MDYG Position: Q3 2024 in Review

ETFidea held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2024 at 127,123 shares worth $11.2M. The position accounts for 3.53% of the portfolio, ranked #7.

ETFidea first reported a position in MDYG in Q4 2021 and has held it in 12 quarters since. 369 funds tracked by Wall St. Rank hold MDYG as of Q3 2024.

ETFidea held 127,123 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $11.2M as of Q3 2024.
ETFidea left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2024.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 3.53% of ETFidea's portfolio in Q3 2024, its #7 holding.
ETFidea first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
369 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.