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	-10	Closed	-$834	–	1655
2024 Q1	$834	Buy	10 +1	+11%	+$80	﹤0.01%	769
2023 Q4	$694	Buy	+9	New	+$631	﹤0.01%	842
2021 Q3	$76K	Hold	9	–	–	0.04%	434
2021 Q2	$78K	Buy	+9	New	+$693	0.03%	423
2020 Q4	$1K	Buy	+9	New	+$576	﹤0.01%	420
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 New York $303B AUM 53.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

AWM

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

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

PPW

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return

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 10 shares — an estimated $834 sold.

Financial Gravity Asset Management first reported a position in MDYG in Q1 2018 and held it in 12 quarters. The position peaked at $78K in Q2 2021. 365 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 10 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $834.
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 12 quarters.
Financial Gravity Asset Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $78K in Q2 2021.
365 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.