Lloyd Advisory Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-2,458	Closed	-$182K	–	363
2022 Q1	$182K	Buy	2,458 +61	+3%	+$4.51K	0.08%	100
2021 Q4	$195K	Sell	2,397 -12	-0.5%	-$962	0.09%	88
2021 Q3	$182K	Buy	2,409 +90	+4%	+$7K	0.09%	85
2021 Q2	$180K	Buy	2,319 +933	+67%	+$71.8K	0.09%	84
2021 Q1	$104K	Sell	1,386 -87	-6%	-$6.43K	0.06%	100
2020 Q4	$102K	Buy	1,473 +165	+13%	+$10.6K	0.06%	82
2020 Q3	$75K	Sell	1,308 -444	-25%	-$25.3K	0.05%	86
2020 Q2	$94K	Buy	1,752 +49	+3%	+$2.44K	0.06%	82
2020 Q1	$73K	Buy	1,703 +1,251	+277%	+$66K	0.05%	79
2019 Q4	$26K	Buy	+452	New	+$24.9K	0.02%	174

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

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lloyd Advisory Services's MDYG Position: Q2 2022 in Review

Lloyd Advisory Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2022, closing a stake of 2,458 shares — an estimated $182K sold.

Lloyd Advisory Services first reported a position in MDYG in Q4 2019 and held it in 10 quarters. The position peaked at $195K in Q4 2021. 264 funds tracked by Wall St. Rank hold MDYG as of Q2 2022.

Lloyd Advisory Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 2,458 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2022, an estimated $182K.
Lloyd Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $195K in Q4 2021.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.