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

M&R Capital Management’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 Q3	$15.5K	Sell	176 -103	-37%	-$8.79K	﹤0.01%	344
2024 Q2	$23.5K	Hold	279	–	–	0.01%	284
2024 Q1	$24.4K	Hold	279	–	–	0.01%	283
2023 Q4	$21.1K	Buy	279 +1	+0.4%	+$70	0.01%	317
2023 Q3	$19.2K	Hold	278	–	–	0.01%	312
2023 Q2	$19.9K	Hold	278	–	–	0.01%	317
2023 Q1	$19K	Buy	278 +67	+32%	+$4.58K	0.01%	311
2022 Q4	$13.8K	Buy	211 +80	+61%	+$5.26K	﹤0.01%	328
2022 Q3	$7K	Hold	131	–	–	﹤0.01%	355
2022 Q2	$7K	Hold	131	–	–	﹤0.01%	355
2022 Q1	$9K	Hold	131	–	–	﹤0.01%	339
2021 Q4	$10K	Hold	131	–	–	﹤0.01%	330
2021 Q3	$9K	Buy	131 +67	+105%	+$5.21K	﹤0.01%	338
2021 Q2	$4K	Hold	64	–	–	﹤0.01%	383
2021 Q1	$4K	Hold	64	–	–	﹤0.01%	374
2020 Q4	$4K	Hold	64	–	–	﹤0.01%	397
2020 Q3	$3K	Hold	64	–	–	﹤0.01%	423
2020 Q2	$3K	Hold	64	–	–	﹤0.01%	424
2020 Q1	$2K	Buy	64 +2	+3%	+$106	﹤0.01%	435
2019 Q4	$3K	Sell	62 -146	-70%	-$8.03K	﹤0.01%	445
2019 Q3	$11K	Buy	208 +15	+8%	+$809	﹤0.01%	397
2019 Q2	$10K	Buy	193 +15	+8%	+$798	﹤0.01%	411
2019 Q1	$9K	Buy	178 +3	+2%	+$152	﹤0.01%	416
2018 Q4	$8K	Buy	175 +2	+1%	+$101	﹤0.01%	423
2018 Q3	$9K	Buy	173 +1	+0.6%	+$56	﹤0.01%	436
2018 Q2	$9K	Buy	172 +52	+43%	+$2.79K	﹤0.01%	434
2018 Q1	$6K	Buy	120 +15	+14%	+$797	﹤0.01%	464
2017 Q4	$5K	Hold	105	–	–	﹤0.01%	481
2017 Q3	$5K	Buy	+105	New	+$5.03K	﹤0.01%	489

Other funds holding MDYG

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

M&R Capital Management's MDYG Position: Q3 2024 in Review

M&R Capital Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 37% in Q3 2024, selling an estimated $8.79K and leaving 176 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

M&R Capital Management first reported a position in MDYG in Q3 2017 and has held it in 29 quarters since. The position peaked at $24.4K in Q1 2024. 370 funds tracked by Wall St. Rank hold MDYG as of Q3 2024.

M&R Capital Management held 176 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $15.5K as of Q3 2024.
M&R Capital Management sold 103 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2024, an estimated $8.79K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #344 holding.
M&R Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2017 and has held it in 29 quarters since.
M&R Capital Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $24.4K in Q1 2024.
370 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.