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Money Concepts Capital’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-715
Closed -$46.7K – 1911
2022
Q4 		$46.7K Buy
+715
New +$47K ﹤0.01% 1278
2022
Q2 		– Sell
-758
Closed -$56K – 2145
2022
Q1 		$56K Buy
+758
New +$56.1K ﹤0.01% 1189
2021
Q1 		$3K Sell
34
-299,982
-100% -$22.2M ﹤0.01% 682
2020
Q4 		$20.8M Buy
+300,016
New +$19.2M 1.92% 4

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Money Concepts Capital's MDYG Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2023, closing a stake of 715 shares — an estimated $46.7K sold.

Money Concepts Capital first reported a position in MDYG in Q4 2020 and held it in 4 quarters. The position peaked at $20.8M in Q4 2020. 300 funds tracked by Wall St. Rank hold MDYG as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 715 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2023, an estimated $46.7K.
  • Money Concepts Capital first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 4 quarters.
  • Money Concepts Capital's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $20.8M in Q4 2020.
  • 300 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.