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Oliver Lagore Vanvalin Investment Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q1 		– Sell
-528
Closed -$40K – 796
2023
Q4 		$40K Sell
528
-742
-58% -$52K 0.01% 234
2023
Q3 		$87.8K Sell
1,270
-1,384
-52% -$99.7K 0.03% 178
2023
Q2 		$190K Buy
+2,654
New +$181K 0.07% 130

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 $1.8B AUM 30.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MDYG Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2024, closing a stake of 528 shares — an estimated $40K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in MDYG in Q2 2023 and held it in 3 quarters. The position peaked at $190K in Q2 2023. 368 funds tracked by Wall St. Rank hold MDYG as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 528 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2024, an estimated $40K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $190K in Q2 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 Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.