Harrison & Co Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Harrison & Co Wealth Management’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	$204K	Buy	+3,129	New	+$206K	0.2%	78
2022 Q2	–	Sell	-2,900	Closed	-$215K	–	78
2022 Q1	$215K	Buy	2,900 +339	+13%	+$25.1K	0.19%	76
2021 Q4	$209K	Buy	+2,561	New	+$205K	0.18%	79

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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 $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harrison & Co Wealth Management's MDYG Position: Q4 2022 in Review

Harrison & Co Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2022: 3,129 shares worth $204K. The stake represents 0.2% of the portfolio and ranks #78 among its holdings. This is a return to the name: Harrison & Co Wealth Management previously reported a position in MDYG as recently as Q1 2022.

Harrison & Co Wealth Management first reported a position in MDYG in Q4 2021 and has held it in 3 quarters since. The position peaked at $215K in Q1 2022. 292 funds tracked by Wall St. Rank hold MDYG as of Q4 2022.

Harrison & Co Wealth Management held 3,129 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $204K as of Q4 2022.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Harrison & Co Wealth Management position in Q4 2022.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.2% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #78 holding.
Harrison & Co Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and has held it in 3 quarters since.
Harrison & Co Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $215K in Q1 2022.
292 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.