EWA
MDYG icon

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

EverSource Wealth Advisors’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
-61
Closed -$4.19K – 2554
2023
Q1 		$4.19K Buy
+61
New +$4.17K ﹤0.01% 1708
2022
Q2 		– Sell
-20
Closed -$1K – 1819
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1650
2021
Q4 		$2K Buy
+20
New +$1.6K ﹤0.01% 1576

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
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
TC
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

EverSource Wealth Advisors's MDYG Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2023, closing a stake of 61 shares — an estimated $4.19K sold.

EverSource Wealth Advisors first reported a position in MDYG in Q4 2021 and held it in 3 quarters. The position peaked at $4.19K in Q1 2023. 296 funds tracked by Wall St. Rank hold MDYG as of Q2 2023.

  • EverSource Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 61 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2023, an estimated $4.19K.
  • EverSource Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and held it in 3 quarters.
  • EverSource Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $4.19K in Q1 2023.
  • 296 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.