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

ProVise Management 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
2022 Q2	–	Sell	-3,041	Closed	-$226K	–	354
2022 Q1	$226K	Hold	3,041	–	–	0.02%	337
2021 Q4	$248K	Sell	3,041 -55	-2%	-$4.41K	0.02%	337
2021 Q3	$234K	Sell	3,096 -11	-0.4%	-$856	0.02%	332
2021 Q2	$241K	Hold	3,107	–	–	0.02%	338
2021 Q1	$233K	Sell	3,107 -38	-1%	-$2.81K	0.03%	313
2020 Q4	$218K	Buy	+3,145	New	+$201K	0.03%	311
2014 Q1	–	Sell	-48,123	Closed	-$1.79M	–	308
2013 Q4	$1.79M	Buy	+48,123	New	+$1.72M	0.46%	68

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

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ProVise Management Group's MDYG Position: Q2 2022 in Review

ProVise Management Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2022, closing a stake of 3,041 shares — an estimated $226K sold.

ProVise Management Group first reported a position in MDYG in Q4 2013 and held it in 7 quarters. The position peaked at $1.79M in Q4 2013. 264 funds tracked by Wall St. Rank hold MDYG as of Q2 2022.

ProVise Management Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
ProVise Management Group sold 3,041 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2022, an estimated $226K.
ProVise Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2013 and held it in 7 quarters.
ProVise Management Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.79M in Q4 2013.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2022.

Based on ProVise Management Group's 13F filing for Q2 2022, filed 8 Aug 2022.