FGAM
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Financial Gravity Asset Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Financial Gravity Asset 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
-619
Closed -$53.9K – 2035
2024
Q1 		$53.9K Buy
619
+601
+3,339% +$47.9K 0.01% 373
2023
Q4 		$1.29K Buy
18
+9
+100% +$631 ﹤0.01% 1027
2023
Q3 		$598 Sell
9
-63
-88% -$4.54K ﹤0.01% 804
2023
Q2 		$105K Buy
72
+4
+6% +$273 0.29% 60
2023
Q1 		$581 Buy
68
+3
+5% +$205 0.02% 431
2022
Q4 		$94.8K Buy
65
+5
+8% +$329 0.49% 42
2022
Q3 		$513 Sell
60
-1
-2% -$66 0.02% 390
2022
Q2 		$518 Sell
61
-13
-18% -$874 0.02% 386
2022
Q1 		$633 Sell
74
-8
-10% -$592 0.02% 383
2021
Q4 		$697 Buy
82
+73
+811% +$5.85K 0.02% 437
2021
Q3 		$76K Hold
9
– – 0.04% 434
2021
Q2 		$78K Hold
9
– – 0.03% 423
2021
Q1 		$664 Hold
9
– – 0.01% 372
2020
Q4 		$1K Buy
+9
New +$576 ﹤0.01% 420
2020
Q2 		– Sell
-891
Closed -$38.1K – 522
2020
Q1 		$38.1K Buy
891
+56
+7% +$2.95K 0.12% 79
2019
Q4 		$57K Buy
835
+638
+324% +$35.1K 0.04% 568
2019
Q3 		$11K Sell
197
-3
-2% -$162 0.01% 596
2019
Q2 		$11K Sell
200
-11
-5% -$586 0.01% 581
2019
Q1 		$11K Buy
+211
New +$10.7K 0.01% 538
2018
Q3 		$12K Sell
250
-125
-33% -$6.97K 0.01% 549
2018
Q2 		$21K Buy
375
+60
+19% +$3.22K 0.02% 466
2018
Q1 		$16K Buy
+315
New +$16.7K 0.02% 526

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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

Financial Gravity Asset Management's MDYG Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 619 shares — an estimated $53.9K sold.

Financial Gravity Asset Management first reported a position in MDYG in Q1 2018 and held it in 22 quarters. The position peaked at $105K in Q2 2023. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

  • Financial Gravity Asset 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.
  • Financial Gravity Asset Management sold 619 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $53.9K.
  • Financial Gravity Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and held it in 22 quarters.
  • Financial Gravity Asset Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $105K in Q2 2023.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.