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

Quest Capital 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
2021 Q4	$12.6M	Sell	154,751 -8,641	-5%	-$693K	2.17%	5
2021 Q3	$12.4M	Buy	163,392 +2,758	+2%	+$215K	2.43%	5
2021 Q2	$12.5M	Sell	160,634 -869	-0.5%	-$66.9K	2.48%	5
2021 Q1	$12.1M	Buy	161,503 +6,083	+4%	+$449K	2.6%	5
2020 Q4	$10.8M	Sell	155,420 -824	-0.5%	-$52.7K	2.52%	7
2020 Q3	$8.97M	Buy	156,244 +2,598	+2%	+$148K	2.48%	7
2020 Q2	$8.27M	Buy	153,646 +14,579	+10%	+$726K	2.48%	7
2020 Q1	$5.96M	Buy	139,067 +75,628	+119%	+$3.99M	2.04%	7
2019 Q4	$3.62M	Buy	63,439 +23,813	+60%	+$1.31M	0.87%	17
2019 Q3	$2.13M	Buy	+39,626	New	+$2.14M	0.52%	27

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

AWM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Quest Capital Management's MDYG Position: Q4 2021 in Review

Quest Capital Management reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 5.3% in Q4 2021, selling an estimated $693K and leaving 154,751 shares worth $12.6M. The position accounts for 2.17% of the portfolio, ranked #5.

Quest Capital Management first reported a position in MDYG in Q3 2019 and has held it in 10 quarters since. 283 funds tracked by Wall St. Rank hold MDYG as of Q4 2021.

Quest Capital Management held 154,751 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $12.6M as of Q4 2021.
Quest Capital Management sold 8,641 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2021, an estimated $693K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 2.17% of Quest Capital Management's portfolio in Q4 2021, its #5 holding.
Quest Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2019 and has held it in 10 quarters since.
283 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.