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Johnson Midwest Financial’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Johnson Midwest Financial’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
2021
Q3 		– Sell
-946
Closed -$51K – 323
2021
Q2 		$51K Hold
946
– – 0.05% 92
2021
Q1 		$51K Hold
946
– – 0.05% 88
2020
Q4 		$51K Buy
+946
New +$60.5K 0.05% 89

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Johnson Midwest Financial's MDYG Position: Q3 2021 in Review

Johnson Midwest Financial sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2021, closing a stake of 946 shares — an estimated $51K sold.

Johnson Midwest Financial first reported a position in MDYG in Q4 2020 and held it in 3 quarters. The position peaked at $51K in Q2 2021. 251 funds tracked by Wall St. Rank hold MDYG as of Q3 2021.

  • Johnson Midwest Financial reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Johnson Midwest Financial sold 946 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2021, an estimated $51K.
  • Johnson Midwest Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 3 quarters.
  • Johnson Midwest Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $51K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2021.

Based on Johnson Midwest Financial's 13F filing for Q3 2021, filed 8 Oct 2021.