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Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		– Sell
-105
Closed -$9K – 268
2021
Q4 		$9K Buy
+105
New +$8.42K ﹤0.01% 207

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Envestnet Asset Management
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Mercer Global Advisors
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Stifel Financial
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AWM
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Osaic Holdings
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Guardian Wealth Advisors (North Carolina)'s MDYG Position: Q1 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2022, closing a stake of 105 shares — an estimated $9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MDYG in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 269 funds tracked by Wall St. Rank hold MDYG as of Q1 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 105 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2022, an estimated $9K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $9K in Q4 2021.
  • 269 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.