EWM
MDYG icon

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

Executive 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
Q4 		$236K Buy
+2,720
New +$245K 0.02% 239
2024
Q3 		– Sell
-72,162
Closed -$6.07M – 269
2024
Q2 		$6.07M Sell
72,162
-2,631
-4% -$222K 1.11% 28
2024
Q1 		$6.49M Buy
+74,793
New +$5.96M 0.57% 63
2023
Q4 		– Sell
-88,018
Closed -$6.09M – 221
2023
Q3 		$6.09M Buy
+88,018
New +$6.34M 0.63% 56
2022
Q2 		– Sell
-31,561
Closed -$2.34M – 197
2022
Q1 		$2.34M Sell
31,561
-7,977
-20% -$590K 0.25% 82
2021
Q4 		$3.22M Sell
39,538
-623
-2% -$49.9K 0.32% 81
2021
Q3 		$3.04M Buy
40,161
+1,315
+3% +$102K 0.34% 82
2021
Q2 		$3.01M Sell
38,846
-42,851
-52% -$3.3M 0.33% 82
2021
Q1 		$6.14M Buy
81,697
+21,244
+35% +$1.57M 0.72% 33
2020
Q4 		$4.19M Buy
60,453
+20,123
+50% +$1.29M 0.52% 57
2020
Q3 		$2.31M Sell
40,330
-42,142
-51% -$2.4M 0.32% 66
2020
Q2 		$4.44M Buy
82,472
+19,506
+31% +$972K 0.67% 30
2020
Q1 		$2.7M Sell
62,966
-98,031
-61% -$5.17M 0.48% 44
2019
Q4 		$9.19M Sell
160,997
-7,143
-4% -$393K 1.26% 18
2019
Q3 		$9.03M Sell
168,140
-206
-0.1% -$11.1K 1.37% 16
2019
Q2 		$9.14M Buy
+168,346
New +$8.96M 1.29% 17
2019
Q1 		– Sell
-88
Closed -$4K – 892
2018
Q4 		$4K Buy
+88
New +$4.42K ﹤0.01% 707

Other funds holding MDYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
NP
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
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

Executive Wealth Management's MDYG Position: Q4 2024 in Review

Executive Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2024: 2,720 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings. This is a return to the name: Executive Wealth Management previously reported a position in MDYG as recently as Q2 2024.

Executive Wealth Management first reported a position in MDYG in Q4 2018 and has held it in 17 quarters since. The position peaked at $9.19M in Q4 2019. 388 funds tracked by Wall St. Rank hold MDYG as of Q4 2024.

  • Executive Wealth Management held 2,720 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $236K as of Q4 2024.
  • State Street SPDR S&P 400 Mid Cap Growth ETF was a new Executive Wealth Management position in Q4 2024.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #239 holding.
  • Executive Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and has held it in 17 quarters since.
  • Executive Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $9.19M in Q4 2019.
  • 388 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.