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

Evermay 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
2024
Q2 		– Sell
-32
Closed -$2.78K – 622
2024
Q1 		$2.78K Buy
+32
New +$2.55K ﹤0.01% 523

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM

Evermay Wealth Management's MDYG Position: Q2 2024 in Review

Evermay Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 32 shares — an estimated $2.78K sold.

Evermay Wealth Management first reported a position in MDYG in Q1 2024 and held it in 1 quarter. The position peaked at $2.78K in Q1 2024. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

  • Evermay Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 32 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $2.78K.
  • Evermay Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Evermay Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.78K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.