Lincoln National Corp’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-10,411	Closed	-$909K	–	714
2024 Q1	$909K	Buy	+10,411	New	+$830K	0.01%	548
2022 Q1	–	Sell	-3,150	Closed	-$257K	–	940
2021 Q4	$257K	Hold	3,150	–	–	0.01%	767
2021 Q3	$238K	Buy	+3,150	New	+$245K	0.01%	772
2020 Q1	–	Sell	-4,526	Closed	-$258K	–	640
2019 Q4	$258K	Buy	4,526 +470	+12%	+$25.8K	0.01%	532
2019 Q3	$218K	Sell	4,056 -58	-1%	-$3.13K	0.01%	524
2019 Q2	$224K	Buy	4,114 +217	+6%	+$11.6K	0.01%	503
2019 Q1	$205K	Buy	+3,897	New	+$197K	0.01%	478
2018 Q1	–	Sell	-5,637	Closed	-$293K	–	567
2017 Q4	$293K	Buy	+5,637	New	+$288K	0.01%	503

Other funds holding MDYG

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

AWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Chartist Inc Seal Beach, California $139M AUM

Lincoln National Corp's MDYG Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 10,411 shares — an estimated $909K sold.

Lincoln National Corp first reported a position in MDYG in Q4 2017 and held it in 8 quarters. The position peaked at $909K in Q1 2024. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

Lincoln National Corp reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 10,411 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $909K.
Lincoln National Corp first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 8 quarters.
Lincoln National Corp's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $909K in Q1 2024.
364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.