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

Halpern Financial’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
Q4 		– Sell
-151
Closed -$9.11K – 212
2022
Q3 		$9.11K Buy
+151
New +$9.97K ﹤0.01% 146
2020
Q1 		– Sell
-1,384
Closed -$79K – 179
2019
Q4 		$79K Buy
+1,384
New +$76.1K 0.06% 48

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Halpern Financial's MDYG Position: Q4 2022 in Review

Halpern Financial sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2022, closing a stake of 151 shares — an estimated $9.11K sold.

Halpern Financial first reported a position in MDYG in Q4 2019 and held it in 2 quarters. The position peaked at $79K in Q4 2019. 293 funds tracked by Wall St. Rank hold MDYG as of Q4 2022.

  • Halpern Financial reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Halpern Financial sold 151 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2022, an estimated $9.11K.
  • Halpern Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • Halpern Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $79K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2022.

Based on Halpern Financial's 13F filing for Q4 2022, filed 21 Sep 2023.