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Lumature Wealth Partners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Lumature Wealth Partners’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
Q3 		– Sell
-41
Closed -$2K – 403
2022
Q2 		$2K Buy
+41
New +$2.76K ﹤0.01% 379

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McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
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Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Lumature Wealth Partners's MDYG Position: Q3 2022 in Review

Lumature Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2022, closing a stake of 41 shares — an estimated $2K sold.

Lumature Wealth Partners first reported a position in MDYG in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

  • Lumature Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 41 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2022, an estimated $2K.
  • Lumature Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Lumature Wealth Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2K in Q2 2022.
  • 258 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2022.

Based on Lumature Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.