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Oak Asset Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Oak Asset Management’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
2022
Q3 		– Sell
-26,633
Closed -$1.62M – 132
2022
Q2 		$1.62M Buy
+26,633
New +$1.79M 0.77% 23

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
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Oak Asset Management's MDYG Position: Q3 2022 in Review

Oak Asset Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2022, closing a stake of 26,633 shares — an estimated $1.62M sold.

Oak Asset Management first reported a position in MDYG in Q2 2022 and held it in 1 quarter. The position peaked at $1.62M in Q2 2022. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

  • Oak Asset Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Oak Asset Management sold 26,633 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2022, an estimated $1.62M.
  • Oak Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Oak Asset Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.62M in Q2 2022.
  • 258 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2022.

Based on Oak Asset Management's 13F filing for Q3 2022, filed 19 Oct 2022.