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

MFA Wealth Advisors’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	-27	Closed	-$2.37K	–	262
2024 Q3	$2.37K	Sell	27 -2	-7%	-$171	﹤0.01%	432
2024 Q2	$2.44K	Buy	+29	New	+$2.45K	﹤0.01%	438
2020 Q3	–	Sell	-1,486	Closed	-$79.9K	–	141
2020 Q2	$79.9K	Buy	+1,486	New	+$74K	0.05%	60
2018 Q3	–	Sell	-3,819	Closed	-$212K	–	61
2018 Q2	$212K	Sell	3,819 -60	-2%	-$3.22K	0.14%	59
2018 Q1	$205K	Sell	3,879 -100,026	-96%	-$5.31M	0.15%	47
2017 Q4	$5.64M	Buy	+103,905	New	+$5.31M	3.83%	8

Other funds holding MDYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFA Wealth Advisors's MDYG Position: Q4 2024 in Review

MFA Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2024, closing a stake of 27 shares — an estimated $2.37K sold.

MFA Wealth Advisors first reported a position in MDYG in Q4 2017 and held it in 6 quarters. The position peaked at $5.64M in Q4 2017. 388 funds tracked by Wall St. Rank hold MDYG as of Q4 2024.

MFA Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 27 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2024, an estimated $2.37K.
MFA Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 6 quarters.
MFA Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $5.64M in Q4 2017.
388 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.