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

Fullen Financial 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
2023 Q1	$1.02M	Buy	14,995 +37	+0.2%	+$2.53K	0.55%	30
2022 Q4	$1.05M	Buy	14,958 +69	+0.5%	+$4.54K	0.59%	29
2022 Q3	$983K	Buy	14,889 +567	+4%	+$37.4K	0.63%	28
2022 Q2	$873K	Buy	14,322 +505	+4%	+$34K	0.56%	30
2022 Q1	$1.02M	Sell	13,817 -561	-4%	-$41.5K	0.6%	29
2021 Q4	$1.17M	Sell	14,378 -274	-2%	-$22K	0.65%	28
2021 Q3	$1.15M	Sell	14,652 -383	-3%	-$29.8K	0.66%	28
2021 Q2	$1.17M	Sell	15,035 -221	-1%	-$17K	0.69%	29
2021 Q1	$1.15M	Buy	15,256 +19	+0.1%	+$1.4K	0.73%	29
2020 Q4	$1.06M	Buy	15,237 +240	+2%	+$15.4K	0.72%	29
2020 Q3	$861K	Sell	14,997 -13	-0.1%	-$742	0.66%	29
2020 Q2	$807K	Buy	+15,010	New	+$748K	0.67%	29

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

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 $1.61B AUM 31.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

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

Fullen Financial Group's MDYG Position: Q1 2023 in Review

Fullen Financial Group increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.25% in Q1 2023, buying an estimated $2.53K and bringing the position to 14,995 shares worth $1.02M. The position accounts for 0.55% of the portfolio, ranked #30.

Fullen Financial Group first reported a position in MDYG in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.17M in Q4 2021. 300 funds tracked by Wall St. Rank hold MDYG as of Q1 2023.

Fullen Financial Group held 14,995 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.02M as of Q1 2023.
Fullen Financial Group bought 37 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2023, an estimated $2.53K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.55% of Fullen Financial Group's portfolio in Q1 2023, its #30 holding.
Fullen Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.17M in Q4 2021.
300 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.