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

FirstPurpose Wealth’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 Q1	$572K	Sell	6,744 -25	-0.4%	-$1.99K	0.21%	85
2023 Q4	$512K	Buy	6,769 +349	+5%	+$24.5K	0.2%	87
2023 Q3	$444K	Buy	6,420 +135	+2%	+$9.72K	0.19%	91
2023 Q2	$450K	Buy	6,285 +829	+15%	+$56.6K	0.19%	91
2023 Q1	$373K	Buy	5,456 +729	+15%	+$49.8K	0.18%	101
2022 Q4	$309K	Buy	4,727 +212	+5%	+$13.9K	0.17%	113
2022 Q3	$272K	Buy	+4,515	New	+$298K	0.18%	105

Other funds holding MDYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

PPW

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

FirstPurpose Wealth's MDYG Position: Q1 2024 in Review

FirstPurpose Wealth reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.37% in Q1 2024, selling an estimated $1.99K and leaving 6,744 shares worth $572K. The position accounts for 0.21% of the portfolio, ranked #85.

FirstPurpose Wealth first reported a position in MDYG in Q3 2022 and has held it in 7 quarters since. 368 funds tracked by Wall St. Rank hold MDYG as of Q1 2024.

FirstPurpose Wealth held 6,744 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $572K as of Q1 2024.
FirstPurpose Wealth sold 25 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2024, an estimated $1.99K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.21% of FirstPurpose Wealth's portfolio in Q1 2024, its #85 holding.
FirstPurpose Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2022 and has held it in 7 quarters since.
368 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.