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Planning Capital Management Corporation’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Planning Capital Management Corporation’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 		$1.72K Hold
20
– – ﹤0.01% 605
2024
Q2 		$1.65K Hold
20
– – ﹤0.01% 546
2024
Q1 		$1.71K Buy
20
+1
+5% +$80 ﹤0.01% 573
2023
Q4 		$1.48K Buy
+19
New +$1.33K ﹤0.01% 582

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Planning Capital Management Corporation's MDYG Position: Q3 2024 in Review

Planning Capital Management Corporation held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2024 at 20 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Planning Capital Management Corporation first reported a position in MDYG in Q4 2023 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold MDYG as of Q3 2024.

  • Planning Capital Management Corporation held 20 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.72K as of Q3 2024.
  • Planning Capital Management Corporation left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2024.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #605 holding.
  • Planning Capital Management Corporation first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.