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Fortitude Advisory Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-766
Closed -$57K – 834
2022
Q1 		$57K Hold
766
– – 0.03% 492
2021
Q4 		$62K Buy
+766
New +$61.4K 0.03% 478

Other funds holding MDYG

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
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fortitude Advisory Group's MDYG Position: Q2 2022 in Review

Fortitude Advisory Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2022, closing a stake of 766 shares — an estimated $57K sold.

Fortitude Advisory Group first reported a position in MDYG in Q4 2021 and held it in 2 quarters. The position peaked at $62K in Q4 2021. 264 funds tracked by Wall St. Rank hold MDYG as of Q2 2022.

  • Fortitude Advisory Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 766 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2022, an estimated $57K.
  • Fortitude Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $62K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.