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

Orin Green Financial’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
2023 Q1	–	Sell	-3,938	Closed	-$257K	–	72
2022 Q4	$257K	Hold	3,938	–	–	0.15%	56
2022 Q3	$238K	Sell	3,938 -32	-0.8%	-$2.11K	0.15%	56
2022 Q2	$244K	Buy	3,970 +105	+3%	+$7.06K	0.15%	57
2022 Q1	$287K	Hold	3,865	–	–	0.19%	54
2021 Q4	$289K	Hold	3,865	–	–	0.21%	47
2021 Q3	$292K	Hold	3,865	–	–	0.2%	54
2021 Q2	$300K	Hold	3,865	–	–	0.21%	53
2021 Q1	$290K	Sell	3,865 -425	-10%	-$31.4K	0.24%	50
2020 Q4	$297K	Buy	+4,290	New	+$275K	0.24%	50

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Orin Green Financial's MDYG Position: Q1 2023 in Review

Orin Green Financial sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2023, closing a stake of 3,938 shares — an estimated $257K sold.

Orin Green Financial first reported a position in MDYG in Q4 2020 and held it in 9 quarters. The position peaked at $300K in Q2 2021. 300 funds tracked by Wall St. Rank hold MDYG as of Q1 2023.

Orin Green Financial reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Orin Green Financial sold 3,938 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2023, an estimated $257K.
Orin Green Financial first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 9 quarters.
Orin Green Financial's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $300K in Q2 2021.
300 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2023.

Based on Orin Green Financial's 13F filing for Q1 2023, filed 12 May 2023.