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

Greenleaf Trust’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 Q4	–	Sell	-2,308	Closed	-$203K	–	837
2024 Q3	$203K	Buy	+2,308	New	+$197K	﹤0.01%	798
2024 Q2	–	Sell	-2,308	Closed	-$201K	–	811
2024 Q1	$201K	Buy	+2,308	New	+$184K	﹤0.01%	746
2023 Q4	–	Sell	-3,250	Closed	-$225K	–	779
2023 Q3	$225K	Hold	3,250	–	–	﹤0.01%	675
2023 Q2	$233K	Hold	3,250	–	–	﹤0.01%	679
2023 Q1	$222K	Hold	3,250	–	–	﹤0.01%	702
2022 Q4	$212K	Buy	+3,250	New	+$214K	﹤0.01%	688

Other funds holding MDYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

AWM

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

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

Greenleaf Trust's MDYG Position: Q4 2024 in Review

Greenleaf Trust sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2024, closing a stake of 2,308 shares — an estimated $203K sold.

Greenleaf Trust first reported a position in MDYG in Q4 2022 and held it in 6 quarters. The position peaked at $233K in Q2 2023. 388 funds tracked by Wall St. Rank hold MDYG as of Q4 2024.

Greenleaf Trust reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Greenleaf Trust sold 2,308 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2024, an estimated $203K.
Greenleaf Trust first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and held it in 6 quarters.
Greenleaf Trust's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $233K in Q2 2023.
388 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2024.

Based on Greenleaf Trust's 13F filing for Q4 2024, filed 24 Jan 2025.