JP Morgan Private Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$994K	Sell	14,384 -1,819	-11%	-$131K	﹤0.01%	973
2023 Q2	$1.16M	Sell	16,203 -1,729	-10%	-$118K	0.01%	722
2023 Q1	$1.23M	Sell	17,932 -215	-1%	-$14.7K	﹤0.01%	1075
2022 Q4	$1.19M	Sell	18,147 -2,200	-11%	-$145K	﹤0.01%	1068
2022 Q3	$1.23M	Sell	20,347 -927	-4%	-$61.2K	﹤0.01%	1043
2022 Q2	$1.3M	Sell	21,274 -7,449	-26%	-$501K	﹤0.01%	1008
2022 Q1	$2.13M	Sell	28,723 -873	-3%	-$64.6K	﹤0.01%	876
2021 Q4	$2.41M	Buy	29,596 +402	+1%	+$32.2K	0.01%	831
2021 Q3	$2.21M	Buy	29,194 +659	+2%	+$51.3K	0.01%	858
2021 Q2	$2.21M	Buy	28,535 +2,762	+11%	+$213K	0.01%	829
2021 Q1	$1.94M	Sell	25,773 -793	-3%	-$58.6K	0.01%	780
2020 Q4	$1.84M	Buy	26,566 +8,949	+51%	+$573K	0.01%	767
2020 Q3	$1.01M	Buy	17,617 +13,337	+312%	+$761K	﹤0.01%	888
2020 Q2	$230K	Buy	+4,280	New	+$213K	﹤0.01%	1413

Other funds holding MDYG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 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 $1.8B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CIM

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

JP Morgan Private Wealth Advisors's MDYG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 11% in Q3 2023, selling an estimated $131K and leaving 14,384 shares worth $994K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

JP Morgan Private Wealth Advisors first reported a position in MDYG in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.41M in Q4 2021. 298 funds tracked by Wall St. Rank hold MDYG as of Q3 2023.

JP Morgan Private Wealth Advisors held 14,384 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $994K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,819 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2023, an estimated $131K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #973 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2020 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.41M in Q4 2021.
298 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.