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

Northwest Financial 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
Q1 		– Sell
-6,892
Closed -$522K – 341
2023
Q4 		$522K Buy
+6,892
New +$483K 0.44% 44

Other funds holding MDYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

Northwest Financial Advisors's MDYG Position: Q1 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2024, closing a stake of 6,892 shares — an estimated $522K sold.

Northwest Financial Advisors first reported a position in MDYG in Q4 2023 and held it in 1 quarter. The position peaked at $522K in Q4 2023. 368 funds tracked by Wall St. Rank hold MDYG as of Q1 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 6,892 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2024, an estimated $522K.
  • Northwest Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $522K in Q4 2023.
  • 368 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.