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Founders Financial Alliance’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Founders Financial Alliance’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
Q3 		– Sell
-508
Closed -$31K – 517
2022
Q2 		$31K Buy
+508
New +$34.2K 0.02% 377

Other funds holding MDYG

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FNT
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FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Founders Financial Alliance's MDYG Position: Q3 2022 in Review

Founders Financial Alliance sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2022, closing a stake of 508 shares — an estimated $31K sold.

Founders Financial Alliance first reported a position in MDYG in Q2 2022 and held it in 1 quarter. The position peaked at $31K in Q2 2022. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

  • Founders Financial Alliance reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 508 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2022, an estimated $31K.
  • Founders Financial Alliance first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Founders Financial Alliance's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $31K in Q2 2022.
  • 258 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.