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Heritage Wealth Management (Arizona)’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Heritage Wealth Management (Arizona)’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 		$146K Buy
2,242
+1,121
+100% +$73.8K 0.02% 367
2022
Q3 		$68K Sell
1,121
-60
-5% -$3.96K 0.02% 367
2022
Q2 		$72K Sell
1,181
-90
-7% -$6.05K 0.02% 368
2022
Q1 		$94K Buy
+1,271
New +$94K 0.03% 375
2021
Q3 		$118K Sell
1,554
-257
-14% -$20K 0.04% 310
2021
Q2 		$140K Buy
+1,811
New +$139K 0.05% 279

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

Heritage Wealth Management (Arizona)'s MDYG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 100% in Q4 2022, buying an estimated $73.8K and bringing the position to 2,242 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #367.

Heritage Wealth Management (Arizona) first reported a position in MDYG in Q2 2021 and has held it in 6 quarters since. 293 funds tracked by Wall St. Rank hold MDYG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,242 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $146K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,121 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2022, an estimated $73.8K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #367 holding.
  • Heritage Wealth Management (Arizona) first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2021 and has held it in 6 quarters since.
  • 293 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.