Patriot Financial Group Insurance Agency’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Patriot Financial Group Insurance Agency’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	-27	Closed	-$2K	–	1317
2022 Q2	$2K	Buy	+27	New	+$1.82K	﹤0.01%	1779
2022 Q1	–	Sell	-147	Closed	-$12K	–	2170
2021 Q4	$12K	Sell	147 -59	-29%	-$4.73K	﹤0.01%	1426
2021 Q3	$16K	Sell	206 -7	-3%	-$544	﹤0.01%	1305
2021 Q2	$17K	Hold	213	–	–	﹤0.01%	1250
2021 Q1	$16K	Buy	213 +204	+2,267%	+$15.1K	﹤0.01%	1196
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	1774
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	1568
2020 Q2	$0	Sell	9 -110	-92%	-$5.48K	﹤0.01%	1769
2020 Q1	$5K	Buy	119 +19	+19%	+$1K	﹤0.01%	1075
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	947
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	947
2019 Q2	$5K	Buy	+100	New	+$5.32K	﹤0.01%	950

Other funds holding MDYG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MDYG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2022, closing a stake of 27 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in MDYG in Q2 2019 and held it in 12 quarters. The position peaked at $17K in Q2 2021. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 27 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $17K in Q2 2021.
258 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.