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

Gateway Wealth Partners’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
Q3 		– Sell
-4,207
Closed -$301K – 263
2023
Q2 		$301K Buy
4,207
+100
+2% +$6.83K 0.05% 180
2023
Q1 		$281K Buy
4,107
+294
+8% +$20.1K 0.04% 170
2022
Q4 		$249K Buy
+3,813
New +$251K 0.04% 163

Other funds holding MDYG

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TC
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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gateway Wealth Partners's MDYG Position: Q3 2023 in Review

Gateway Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2023, closing a stake of 4,207 shares — an estimated $301K sold.

Gateway Wealth Partners first reported a position in MDYG in Q4 2022 and held it in 3 quarters. The position peaked at $301K in Q2 2023. 298 funds tracked by Wall St. Rank hold MDYG as of Q3 2023.

  • Gateway Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 4,207 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2023, an estimated $301K.
  • Gateway Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and held it in 3 quarters.
  • Gateway Wealth Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $301K in Q2 2023.
  • 298 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2023.

Based on Gateway Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.