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HM Payson & Co’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

HM Payson & Co’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
2024
Q3 		– Sell
-13
Closed -$1.09K – 1155
2024
Q2 		$1.09K Buy
+13
New +$1.1K ﹤0.01% 950

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HM Payson & Co's MDYG Position: Q3 2024 in Review

HM Payson & Co sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2024, closing a stake of 13 shares — an estimated $1.09K sold.

HM Payson & Co first reported a position in MDYG in Q2 2024 and held it in 1 quarter. The position peaked at $1.09K in Q2 2024. 369 funds tracked by Wall St. Rank hold MDYG as of Q3 2024.

  • HM Payson & Co reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 13 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2024, an estimated $1.09K.
  • HM Payson & Co first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • HM Payson & Co's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.09K in Q2 2024.
  • 369 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.