QWM
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Quadcap Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Quadcap Wealth Management’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
Q1 		– Sell
-2,929
Closed -$222K – 344
2023
Q4 		$222K Buy
+2,929
New +$205K 0.06% 294

Other funds holding MDYG

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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Quadcap Wealth Management's MDYG Position: Q1 2024 in Review

Quadcap Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2024, closing a stake of 2,929 shares — an estimated $222K sold.

Quadcap Wealth Management first reported a position in MDYG in Q4 2023 and held it in 1 quarter. The position peaked at $222K in Q4 2023. 368 funds tracked by Wall St. Rank hold MDYG as of Q1 2024.

  • Quadcap Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Quadcap Wealth Management sold 2,929 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2024, an estimated $222K.
  • Quadcap Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Quadcap Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $222K in Q4 2023.
  • 368 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2024.

Based on Quadcap Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.