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

Freedman Financial Associates’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	-3,150	Closed	-$235K	–	254
2022 Q1	$235K	Hold	3,150	–	–	0.16%	69
2021 Q4	$257K	Sell	3,150 -1,125	-26%	-$90.2K	0.18%	59
2021 Q3	$323K	Sell	4,275 -1,350	-24%	-$105K	0.24%	45
2021 Q2	$436K	Hold	5,625	–	–	0.33%	38
2021 Q1	$422K	Hold	5,625	–	–	0.35%	35
2020 Q4	$390K	Buy	+5,625	New	+$360K	0.35%	36

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

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

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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Freedman Financial Associates's MDYG Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2022, closing a stake of 3,150 shares — an estimated $235K sold.

Freedman Financial Associates first reported a position in MDYG in Q4 2020 and held it in 6 quarters. The position peaked at $436K in Q2 2021. 264 funds tracked by Wall St. Rank hold MDYG as of Q2 2022.

Freedman Financial Associates reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 3,150 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2022, an estimated $235K.
Freedman Financial Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $436K in Q2 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 Freedman Financial Associates's 13F filing for Q2 2022.