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Raymond James & Associates’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Raymond James & Associates’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 		$2.02M Buy
23,064
+5,902
+34% +$504K ﹤0.01% 2214
2024
Q2 		$1.44M Buy
17,162
+13,946
+434% +$1.18M ﹤0.01% 2360
2024
Q1 		$281K Buy
3,216
+449
+16% +$35.8K ﹤0.01% 3406
2023
Q4 		$209K Buy
+2,767
New +$194K ﹤0.01% 3501
2023
Q3 		– Sell
-3,175
Closed -$227K – 3881
2023
Q2 		$227K Buy
3,175
+100
+3% +$6.83K ﹤0.01% 3413
2023
Q1 		$210K Sell
3,075
-25
-0.8% -$1.71K ﹤0.01% 3466
2022
Q4 		$203K Buy
+3,100
New +$204K ﹤0.01% 3450
2022
Q2 		– Sell
-3,934
Closed -$292K – 4142
2022
Q1 		$292K Buy
3,934
+12
+0.3% +$888 ﹤0.01% 3434
2021
Q4 		$320K Sell
3,922
-146
-4% -$11.7K ﹤0.01% 3399
2021
Q3 		$308K Sell
4,068
-47
-1% -$3.66K ﹤0.01% 3392
2021
Q2 		$319K Sell
4,115
-645
-14% -$49.6K ﹤0.01% 3395
2021
Q1 		$357K Buy
4,760
+148
+3% +$10.9K ﹤0.01% 3245
2020
Q4 		$320K Sell
4,612
-14
-0.3% -$896 ﹤0.01% 3088
2020
Q3 		$265K Buy
4,626
+26
+0.6% +$1.48K ﹤0.01% 3032
2020
Q2 		$247K Sell
4,600
-2,426
-35% -$121K ﹤0.01% 3022
2020
Q1 		$301K Sell
7,026
-58,635
-89% -$3.09M ﹤0.01% 2769
2019
Q4 		$3.75M Buy
65,661
+2,383
+4% +$131K ﹤0.01% 1438
2019
Q3 		$3.4M Buy
63,278
+2,042
+3% +$110K ﹤0.01% 1470
2019
Q2 		$3.32M Buy
61,236
+25
+0% +$1.33K ﹤0.01% 1484
2019
Q1 		$3.22M Buy
61,211
+2,190
+4% +$111K ﹤0.01% 1459
2018
Q4 		$2.71M Buy
59,021
+52,292
+777% +$2.63M ﹤0.01% 1460
2018
Q3 		$377K Buy
6,729
+853
+15% +$47.6K ﹤0.01% 2891
2018
Q2 		$317K Buy
5,876
+479
+9% +$25.7K ﹤0.01% 2984
2018
Q1 		$283K Buy
5,397
+951
+21% +$50.5K ﹤0.01% 2917
2017
Q4 		$231K Sell
4,446
-115,080
-96% -$5.88M ﹤0.01% 2977
2017
Q3 		$5.88M Sell
119,526
-22,800
-16% -$1.09M 0.01% 997
2017
Q2 		$6.79M Buy
142,326
+339
+0.2% +$16K 0.01% 904
2017
Q1 		$6.58M Sell
141,987
-687
-0.5% -$31.5K 0.02% 890
2016
Q4 		$6.33M Buy
142,674
+15,942
+13% +$683K 0.02% 870
2016
Q3 		$5.39M Buy
126,732
+17,433
+16% +$744K 0.01% 915
2016
Q2 		$4.48M Sell
109,299
-1,068
-1% -$43K 0.01% 907
2016
Q1 		$4.36M Sell
110,367
-37,092
-25% -$1.38M 0.01% 884
2015
Q4 		$5.79M Buy
147,459
+5,892
+4% +$237K 0.02% 736
2015
Q3 		$5.48M Buy
141,567
+52,182
+58% +$2.15M 0.02% 699
2015
Q2 		$3.73M Buy
+89,385
New +$3.77M 0.01% 968

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $10.1B AUM 14.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Envestnet Asset Management
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Raymond James & Associates's MDYG Position: Q3 2024 in Review

Raymond James & Associates increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 34% in Q3 2024, buying an estimated $504K and bringing the position to 23,064 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Raymond James & Associates first reported a position in MDYG in Q2 2015 and has held it in 35 quarters since. The position peaked at $6.79M in Q2 2017. 369 funds tracked by Wall St. Rank hold MDYG as of Q3 2024.

  • Raymond James & Associates held 23,064 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.02M as of Q3 2024.
  • Raymond James & Associates bought 5,902 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2024, an estimated $504K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2214 holding.
  • Raymond James & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2015 and has held it in 35 quarters since.
  • Raymond James & Associates's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $6.79M in Q2 2017.
  • 369 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.