Goodwin Investment Advisory’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Goodwin Investment Advisory’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	-62	Closed	-$3.78K	–	231
2022 Q2	$3.78K	Sell	62 -199	-76%	-$13.4K	﹤0.01%	128
2022 Q1	$19K	Sell	261 -21	-7%	-$1.55K	0.01%	123
2021 Q4	$23K	Hold	282	–	–	0.02%	105
2021 Q3	$21K	Buy	282 +122	+76%	+$9.49K	0.02%	99
2021 Q2	$12K	Buy	+160	New	+$12.3K	0.01%	105

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Goodwin Investment Advisory's MDYG Position: Q3 2022 in Review

Goodwin Investment Advisory sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2022, closing a stake of 62 shares — an estimated $3.78K sold.

Goodwin Investment Advisory first reported a position in MDYG in Q2 2021 and held it in 5 quarters. The position peaked at $23K in Q4 2021. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

Goodwin Investment Advisory reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 62 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2022, an estimated $3.78K.
Goodwin Investment Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2021 and held it in 5 quarters.
Goodwin Investment Advisory's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $23K in Q4 2021.
258 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2022.

Based on Goodwin Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.