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

Next Financial 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
2021
Q4 		$43K Hold
531
– – ﹤0.01% 1533
2021
Q3 		$40K Buy
531
+45
+9% +$3.5K ﹤0.01% 1509
2021
Q2 		$37K Sell
486
-49
-9% -$3.77K ﹤0.01% 1510
2021
Q1 		$40K Sell
535
-6,651
-93% -$491K ﹤0.01% 1368
2020
Q4 		$499K Buy
7,186
+6,507
+958% +$416K 0.05% 370
2020
Q3 		$39K Sell
679
-9,613
-93% -$548K ﹤0.01% 1184
2020
Q2 		$554K Sell
10,292
-1,394
-12% -$69.5K 0.06% 274
2020
Q1 		$500K Buy
11,686
+610
+6% +$32.2K 0.06% 270
2019
Q4 		$632K Buy
11,076
+1,806
+19% +$99.3K 0.07% 316
2019
Q3 		$498K Buy
9,270
+2,909
+46% +$157K 0.05% 361
2019
Q2 		$345K Buy
+6,361
New +$339K 0.04% 470
2019
Q1 		– Sell
-5,359
Closed -$246K – 1918
2018
Q4 		$246K Buy
+5,359
New +$269K 0.05% 345
2017
Q3 		– Sell
-885
Closed -$42K – 1875
2017
Q2 		$42K Buy
885
+390
+79% +$18.4K 0.01% 834
2017
Q1 		$23K Sell
495
-600
-55% -$27.5K 0.01% 1001
2016
Q4 		$49K Hold
1,095
– – 0.01% 974
2016
Q3 		$47K Buy
1,095
+795
+265% +$33.9K 0.01% 969
2016
Q2 		$12K Sell
300
-390
-57% -$15.7K ﹤0.01% 1142
2016
Q1 		$27K Sell
690
-150
-18% -$5.57K 0.01% 820
2015
Q4 		$32K Hold
840
– – 0.01% 775
2015
Q3 		$32K Buy
+840
New +$34.5K 0.01% 788

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Next Financial Group's MDYG Position: Q4 2021 in Review

Next Financial Group held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q4 2021 at 531 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Next Financial Group first reported a position in MDYG in Q3 2015 and has held it in 20 quarters since. The position peaked at $632K in Q4 2019. 283 funds tracked by Wall St. Rank hold MDYG as of Q4 2021.

  • Next Financial Group held 531 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $43K as of Q4 2021.
  • Next Financial Group left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q4 2021.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1533 holding.
  • Next Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2015 and has held it in 20 quarters since.
  • Next Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $632K in Q4 2019.
  • 283 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.