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

Girard 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
2024
Q2 		$1.51M Buy
17,955
+575
+3% +$48.6K 0.14% 113
2024
Q1 		$1.52M Buy
17,380
+5,384
+45% +$429K 0.14% 118
2023
Q4 		$908K Buy
11,996
+389
+3% +$27.3K 0.09% 152
2023
Q3 		$803K Sell
11,607
-223
-2% -$16.1K 0.09% 145
2023
Q2 		$848K Sell
11,830
-1,076
-8% -$73.5K 0.09% 146
2023
Q1 		$883K Sell
12,906
-1,315
-9% -$89.8K 0.1% 141
2022
Q4 		$929K Sell
14,221
-550
-4% -$36.2K 0.11% 156
2022
Q3 		$891K Sell
14,771
-4,197
-22% -$277K 0.12% 134
2022
Q2 		$1.16M Sell
18,968
-16,691
-47% -$1.12M 0.15% 120
2022
Q1 		$2.65M Sell
35,659
-3,470
-9% -$257K 0.29% 88
2021
Q4 		$3.19M Buy
39,129
+3,892
+11% +$312K 0.35% 85
2021
Q3 		$2.67M Sell
35,237
-358
-1% -$27.8K 0.34% 84
2021
Q2 		$2.76M Buy
35,595
+512
+1% +$39.4K 0.35% 82
2021
Q1 		$2.63M Sell
35,083
-1,954
-5% -$144K 0.38% 79
2020
Q4 		$2.57M Sell
37,037
-2,914
-7% -$186K 0.4% 79
2020
Q3 		$2.29M Buy
39,951
+1,723
+5% +$98.3K 0.38% 74
2020
Q2 		$2.06M Buy
38,228
+387
+1% +$19.3K 0.37% 74
2020
Q1 		$1.62M Buy
37,841
+141
+0.4% +$7.44K 0.32% 79
2019
Q4 		$2.15M Buy
37,700
+968
+3% +$53.2K 0.36% 76
2019
Q3 		$1.97M Sell
36,732
-2,091
-5% -$113K 0.37% 76
2019
Q2 		$2.11M Buy
38,823
+2,767
+8% +$147K 0.37% 74
2019
Q1 		$1.89M Buy
36,056
+2,205
+7% +$112K 0.35% 79
2018
Q4 		$1.55M Buy
33,851
+2,581
+8% +$130K 0.33% 79
2018
Q3 		$1.75M Sell
31,270
-2,090
-6% -$117K 0.31% 84
2018
Q2 		$1.8M Buy
33,360
+549
+2% +$29.5K 0.34% 84
2018
Q1 		$1.72M Buy
32,811
+624
+2% +$33.1K 0.4% 69
2017
Q4 		$1.67M Buy
+32,187
New +$1.65M 0.32% 88

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM

Girard Partners's MDYG Position: Q2 2024 in Review

Girard Partners increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 3.3% in Q2 2024, buying an estimated $48.6K and bringing the position to 17,955 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #113.

Girard Partners first reported a position in MDYG in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.19M in Q4 2021. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

  • Girard Partners held 17,955 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.51M as of Q2 2024.
  • Girard Partners bought 575 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $48.6K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.14% of Girard Partners's portfolio in Q2 2024, its #113 holding.
  • Girard Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 27 quarters since.
  • Girard Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.19M in Q4 2021.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.