Pathstone Family Office’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Pathstone Family Office’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 Q3	$4.88M	Buy	+70,562	New	+$5.08M	0.04%	274
2021 Q1	–	Sell	-506	Closed	-$35K	–	1061
2020 Q4	$35K	Buy	+506	New	+$32.4K	﹤0.01%	583

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

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

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 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

AWM

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Pathstone Family Office's MDYG Position: Q3 2023 in Review

Pathstone Family Office opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2023: 70,562 shares worth $4.88M. The stake represents 0.04% of the portfolio and ranks #274 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in MDYG as recently as Q4 2020.

Pathstone Family Office first reported a position in MDYG in Q4 2020 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold MDYG as of Q3 2023.

Pathstone Family Office held 70,562 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.88M as of Q3 2023.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Pathstone Family Office position in Q3 2023.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Pathstone Family Office's portfolio in Q3 2023, its #274 holding.
Pathstone Family Office first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 2 quarters since.
298 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.