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

Horan Securities’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
2023 Q1	–	Sell	-8	Closed	-$529	–	790
2022 Q4	$529	Hold	8	–	–	﹤0.01%	698
2022 Q3	$0	Hold	8	–	–	﹤0.01%	717
2022 Q2	$0	Hold	8	–	–	﹤0.01%	720
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	488
2021 Q4	$1K	Buy	+8	New	+$641	﹤0.01%	487
2018 Q4	–	Sell	-49	Closed	-$3K	–	226
2018 Q3	$3K	Hold	49	–	–	﹤0.01%	188
2018 Q2	$3K	Buy	+49	New	+$2.63K	﹤0.01%	189

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Horan Securities's MDYG Position: Q1 2023 in Review

Horan Securities sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2023, closing a stake of 8 shares — an estimated $529 sold.

Horan Securities first reported a position in MDYG in Q2 2018 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 300 funds tracked by Wall St. Rank hold MDYG as of Q1 2023.

Horan Securities reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Horan Securities sold 8 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2023, an estimated $529.
Horan Securities first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2018 and held it in 7 quarters.
Horan Securities's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3K in Q3 2018.
300 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2023.

Based on Horan Securities's 13F filing for Q1 2023, filed 18 Apr 2023.