MIS
MDYG icon

Morningstar Investment Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Morningstar Investment Services’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
Q2 		– Sell
-3,683
Closed -$321K – 386
2024
Q1 		$321K Buy
+3,683
New +$294K ﹤0.01% 281

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM

Morningstar Investment Services's MDYG Position: Q2 2024 in Review

Morningstar Investment Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 3,683 shares — an estimated $321K sold.

Morningstar Investment Services first reported a position in MDYG in Q1 2024 and held it in 1 quarter. The position peaked at $321K in Q1 2024. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

  • Morningstar Investment Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 3,683 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $321K.
  • Morningstar Investment Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Morningstar Investment Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $321K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Morningstar Investment Services's 13F filing for Q2 2024, filed 13 Aug 2024.