Private Portfolio Partners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Private Portfolio Partners’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 Q4	$232K	Sell	2,669 -53	-2%	-$4.77K	0.04%	272
2024 Q3	$239K	Buy	+2,722	New	+$232K	0.04%	266
2024 Q2	–	Sell	-2,786	Closed	-$243K	–	190
2024 Q1	$243K	Buy	2,786 +8	+0.3%	+$638	0.05%	240
2023 Q4	$210K	Buy	+2,778	New	+$195K	0.05%	245
2023 Q3	–	Sell	-2,838	Closed	-$203K	–	257
2023 Q2	$203K	Sell	2,838 -126	-4%	-$8.61K	0.05%	244
2023 Q1	$203K	Buy	+2,964	New	+$202K	0.05%	239
2022 Q2	–	Sell	-3,140	Closed	-$233K	–	281
2022 Q1	$233K	Buy	+3,140	New	+$232K	0.06%	252

Other funds holding MDYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

AWM

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

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

Private Portfolio Partners's MDYG Position: Q4 2024 in Review

Private Portfolio Partners reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.9% in Q4 2024, selling an estimated $4.77K and leaving 2,669 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #272.

Private Portfolio Partners first reported a position in MDYG in Q1 2022 and has held it in 7 quarters since. The position peaked at $243K in Q1 2024. 388 funds tracked by Wall St. Rank hold MDYG as of Q4 2024.

Private Portfolio Partners held 2,669 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $232K as of Q4 2024.
Private Portfolio Partners sold 53 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2024, an estimated $4.77K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Private Portfolio Partners's portfolio in Q4 2024, its #272 holding.
Private Portfolio Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2022 and has held it in 7 quarters since.
Private Portfolio Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $243K in Q1 2024.
388 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.