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

Foresight 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
2022 Q4	$379K	Sell	5,805 -49,647	-90%	-$3.27M	5.43%	7
2022 Q3	$3.35M	Sell	55,452 -2,044	-4%	-$135K	0.77%	14
2022 Q2	$3.5M	Buy	57,496 +396	+0.7%	+$26.6K	0.72%	15
2022 Q1	$4.24M	Sell	57,100 -641	-1%	-$47.4K	0.78%	14
2021 Q4	$4.71M	Sell	57,741 -183	-0.3%	-$14.7K	0.06%	16
2021 Q3	$4.38M	Buy	57,924 +3,298	+6%	+$257K	0.88%	16
2021 Q2	$4.24M	Sell	54,626 -543	-1%	-$41.8K	0.94%	16
2021 Q1	$4.14M	Sell	55,169 -5	-0%	-$369	1.05%	15
2020 Q4	$3.83M	Buy	55,174 +3,848	+7%	+$246K	1.01%	16
2020 Q3	$2.95M	Buy	51,326 +1,920	+4%	+$110K	0.99%	14
2020 Q2	$2.66M	Sell	49,406 -7,445	-13%	-$371K	1.21%	15
2020 Q1	$2.43M	Buy	56,851 +2,321	+4%	+$122K	1.68%	13
2019 Q4	$3.11M	Buy	54,530 +2,929	+6%	+$161K	1.92%	15
2019 Q3	$2.77M	Buy	51,601 +105	+0.2%	+$5.66K	2%	16
2019 Q2	$2.79M	Buy	51,496 +2,031	+4%	+$108K	2.11%	15
2019 Q1	$2.6M	Buy	49,465 +5,732	+13%	+$290K	2.26%	13
2018 Q4	$2M	Buy	+43,733	New	+$2.2M	2.13%	14

Other funds holding MDYG

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

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

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

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

BFEC

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

Foresight Wealth Management's MDYG Position: Q4 2022 in Review

Foresight Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 90% in Q4 2022, selling an estimated $3.27M and leaving 5,805 shares worth $379K. The position accounts for 5.43% of the portfolio, ranked #7.

Foresight Wealth Management first reported a position in MDYG in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.71M in Q4 2021. 293 funds tracked by Wall St. Rank hold MDYG as of Q4 2022.

Foresight Wealth Management held 5,805 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $379K as of Q4 2022.
Foresight Wealth Management sold 49,647 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2022, an estimated $3.27M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 5.43% of Foresight Wealth Management's portfolio in Q4 2022, its #7 holding.
Foresight 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.
Foresight Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $4.71M in Q4 2021.
293 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.