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

Level Financial 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
2022
Q1 		– Sell
-11
Closed -$1K – 259
2021
Q4 		$1K Buy
+11
New +$882 ﹤0.01% 253

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Level Financial Advisors's MDYG Position: Q1 2022 in Review

Level Financial Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2022, closing a stake of 11 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in MDYG in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 269 funds tracked by Wall St. Rank hold MDYG as of Q1 2022.

  • Level Financial Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Level Financial Advisors sold 11 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2022, an estimated $1K.
  • Level Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Level Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1K in Q4 2021.
  • 269 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.