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

Fernwood Investment 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 Q3	–	Sell	-2,596	Closed	-$218K	–	202
2024 Q2	$218K	Hold	2,596	–	–	0.07%	183
2024 Q1	$227K	Buy	+2,596	New	+$207K	0.07%	184
2023 Q3	–	Sell	-2,866	Closed	-$205K	–	192
2023 Q2	$205K	Buy	+2,866	New	+$196K	0.07%	180
2022 Q2	–	Sell	-3,006	Closed	-$223K	–	197
2022 Q1	$223K	Hold	3,006	–	–	0.08%	176
2021 Q4	$245K	Hold	3,006	–	–	0.08%	176
2021 Q3	$227K	Hold	3,006	–	–	0.08%	180
2021 Q2	$233K	Sell	3,006 -69	-2%	-$5.31K	0.08%	180
2021 Q1	$231K	Hold	3,075	–	–	0.08%	174
2020 Q4	$213K	Buy	+3,075	New	+$197K	0.08%	173

Other funds holding MDYG

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $11B AUM 18.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CIM

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

Fernwood Investment Management's MDYG Position: Q3 2024 in Review

Fernwood Investment Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2024, closing a stake of 2,596 shares — an estimated $218K sold.

Fernwood Investment Management first reported a position in MDYG in Q4 2020 and held it in 9 quarters. The position peaked at $245K in Q4 2021. 370 funds tracked by Wall St. Rank hold MDYG as of Q3 2024.

Fernwood Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Fernwood Investment Management sold 2,596 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2024, an estimated $218K.
Fernwood Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 9 quarters.
Fernwood Investment Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $245K in Q4 2021.
370 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2024.

Based on Fernwood Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.