MAG
MDYG icon

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

Members Advisory Group’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
Q4 		– Sell
-14,906
Closed -$1.31M – 38
2024
Q3 		$1.31M Buy
14,906
+5,903
+66% +$504K 0.65% 23
2024
Q2 		$757K Buy
+9,003
New +$761K 0.41% 20

Other funds holding MDYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Members Advisory Group's MDYG Position: Q4 2024 in Review

Members Advisory Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2024, closing a stake of 14,906 shares — an estimated $1.31M sold.

Members Advisory Group first reported a position in MDYG in Q2 2024 and held it in 2 quarters. The position peaked at $1.31M in Q3 2024. 388 funds tracked by Wall St. Rank hold MDYG as of Q4 2024.

  • Members Advisory Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Members Advisory Group sold 14,906 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2024, an estimated $1.31M.
  • Members Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • Members Advisory Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.31M in Q3 2024.
  • 388 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2024.

Based on Members Advisory Group's 13F filing for Q4 2024, filed 4 Feb 2025.