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

Lindbrook Capital’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
-215
Closed -$15.4K – 2770
2023
Q2 		$15.4K Hold
215
– – ﹤0.01% 1223
2023
Q1 		$14.7K Buy
+215
New +$14.7K ﹤0.01% 1217

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
Stifel Financial
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
TC
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
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

Lindbrook Capital's MDYG Position: Q3 2023 in Review

Lindbrook Capital sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2023, closing a stake of 215 shares — an estimated $15.4K sold.

Lindbrook Capital first reported a position in MDYG in Q1 2023 and held it in 2 quarters. The position peaked at $15.4K in Q2 2023. 298 funds tracked by Wall St. Rank hold MDYG as of Q3 2023.

  • Lindbrook Capital reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Lindbrook Capital sold 215 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2023, an estimated $15.4K.
  • Lindbrook Capital first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and held it in 2 quarters.
  • Lindbrook Capital's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $15.4K in Q2 2023.
  • 298 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.