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H.L. Ormond & Company’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

H.L. Ormond & Company’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 		$219K Buy
3,634
+12
+0.3% +$792 0.35% 87
2022
Q2 		$221K Sell
3,622
-3,403
-48% -$229K 0.36% 86
2022
Q1 		$521K Hold
7,025
– – 0.64% 67
2021
Q4 		$523K Buy
+7,025
New +$563K 0.61% 68

Other funds holding MDYG

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
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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

H.L. Ormond & Company's MDYG Position: Q3 2022 in Review

H.L. Ormond & Company increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.33% in Q3 2022, buying an estimated $792 and bringing the position to 3,634 shares worth $219K. The position accounts for 0.35% of the portfolio, ranked #87.

H.L. Ormond & Company first reported a position in MDYG in Q4 2021 and has held it in 4 quarters since. The position peaked at $523K in Q4 2021. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

  • H.L. Ormond & Company held 3,634 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $219K as of Q3 2022.
  • H.L. Ormond & Company bought 12 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2022, an estimated $792.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.35% of H.L. Ormond & Company's portfolio in Q3 2022, its #87 holding.
  • H.L. Ormond & Company first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $523K 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 H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.