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Householder Group Estate & Retirement Specialist’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-812
Closed -$71K – 926
2024
Q3 		$71K Buy
812
+4
+0.5% +$342 0.02% 425
2024
Q2 		$67K Sell
808
-73
-8% -$6.17K 0.02% 431
2024
Q1 		$76.9K Buy
881
+5
+0.6% +$399 0.02% 394
2023
Q4 		$66K Buy
876
+9
+1% +$631 0.02% 410
2023
Q3 		$59.9K Buy
+867
New +$62.5K 0.02% 407
2023
Q1 		$779K Buy
+11,382
New +$777K 0.3% 73
2022
Q4 		– Sell
-852
Closed -$51K – 791
2022
Q3 		$51K Buy
+852
New +$56.2K 0.02% 396

Other funds holding MDYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MDYG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2024, closing a stake of 812 shares — an estimated $71K sold.

Householder Group Estate & Retirement Specialist first reported a position in MDYG in Q3 2022 and held it in 7 quarters. The position peaked at $779K in Q1 2023. 389 funds tracked by Wall St. Rank hold MDYG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 812 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2024, an estimated $71K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $779K in Q1 2023.
  • 389 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.