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

HSBC Holdings’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 Q2	–	Sell	-3,116	Closed	-$213K	–	2670
2023 Q1	$213K	Hold	3,116	–	–	﹤0.01%	2364
2022 Q4	$204K	Buy	+3,116	New	+$205K	﹤0.01%	2766
2022 Q2	–	Sell	-3,116	Closed	-$231K	–	3365
2022 Q1	$231K	Buy	3,116 +145	+5%	+$10.7K	﹤0.01%	2920
2021 Q4	$242K	Sell	2,971 -165	-5%	-$13.2K	﹤0.01%	2928
2021 Q3	$237K	Hold	3,136	–	–	﹤0.01%	2688
2021 Q2	$243K	Hold	3,136	–	–	﹤0.01%	2651
2021 Q1	$236K	Sell	3,136 -500	-14%	-$36.9K	﹤0.01%	2449
2020 Q4	$252K	Buy	+3,636	New	+$233K	﹤0.01%	2689

Other funds holding MDYG

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

Chartist Inc Seal Beach, California $139M AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HSBC Holdings's MDYG Position: Q2 2023 in Review

HSBC Holdings sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2023, closing a stake of 3,116 shares — an estimated $213K sold.

HSBC Holdings first reported a position in MDYG in Q4 2020 and held it in 8 quarters. The position peaked at $252K in Q4 2020. 296 funds tracked by Wall St. Rank hold MDYG as of Q2 2023.

HSBC Holdings reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
HSBC Holdings sold 3,116 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2023, an estimated $213K.
HSBC Holdings first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 8 quarters.
HSBC Holdings's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $252K in Q4 2020.
296 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2023.

Based on HSBC Holdings's 13F filing for Q2 2023, filed 11 Aug 2023.