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

Peterson Financial 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 Q3	$2.83K	Buy	+32	New	+$2.73K	0.01%	348

Other funds holding MDYG

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

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

CIM

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

Peterson Financial Group's MDYG Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2024: 32 shares worth $2.83K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings.

370 funds tracked by Wall St. Rank hold MDYG as of Q3 2024.

Peterson Financial Group held 32 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.83K as of Q3 2024.
State Street SPDR S&P 400 Mid Cap Growth ETF was a new Peterson Financial Group position in Q3 2024.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #348 holding.
370 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.