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

Kalos Management’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	–	Sell	-668	Closed	-$47.9K	–	62
2023 Q2	$47.9K	Hold	668	–	–	0.1%	68
2023 Q1	$45.7K	Hold	668	–	–	0.09%	97
2022 Q4	$43.6K	Buy	+668	New	+$43.9K	0.1%	65
2020 Q1	–	Sell	-11,503	Closed	-$675K	–	241
2019 Q4	$675K	Buy	11,503 +1,284	+13%	+$70.6K	0.25%	112
2019 Q3	$560K	Buy	10,219 +853	+9%	+$46K	0.22%	116
2019 Q2	$508K	Buy	+9,366	New	+$499K	0.23%	110
2019 Q1	–	Sell	-4,669	Closed	-$277K	–	161
2018 Q4	$277K	Buy	+4,669	New	+$235K	0.13%	141
2018 Q3	–	Sell	-4,669	Closed	-$259K	–	191
2018 Q2	$259K	Buy	+4,669	New	+$251K	0.12%	161
2018 Q1	–	Sell	-12,252	Closed	-$624K	–	179
2017 Q4	$624K	Buy	+12,252	New	+$626K	0.29%	94

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

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

AWM

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

CIM

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

Kalos Management's MDYG Position: Q3 2023 in Review

Kalos Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2023, closing a stake of 668 shares — an estimated $47.9K sold.

Kalos Management first reported a position in MDYG in Q4 2017 and held it in 9 quarters. The position peaked at $675K in Q4 2019. 298 funds tracked by Wall St. Rank hold MDYG as of Q3 2023.

Kalos Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Kalos Management sold 668 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2023, an estimated $47.9K.
Kalos Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 9 quarters.
Kalos Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $675K in Q4 2019.
298 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.