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

Raymond James Financial Services Advisors’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 		$22.4M Sell
255,202
-69,342
-21% -$5.92M 0.03% 501
2024
Q2 		$27.3M Buy
324,544
+130,625
+67% +$11M 0.04% 411
2024
Q1 		$16.9M Buy
193,919
+13,539
+8% +$1.08M 0.03% 581
2023
Q4 		$13.6M Buy
180,380
+31,754
+21% +$2.23M 0.02% 623
2023
Q3 		$10.3M Buy
148,626
+32,280
+28% +$2.33M 0.02% 694
2023
Q2 		$8.34M Buy
116,346
+84,150
+261% +$5.75M 0.01% 785
2023
Q1 		$2.2M Sell
32,196
-6,728
-17% -$459K ﹤0.01% 1434
2022
Q4 		$2.54M Buy
38,924
+6,775
+21% +$446K 0.01% 1312
2022
Q3 		$1.94M Sell
32,149
-12,568
-28% -$830K ﹤0.01% 1437
2022
Q2 		$2.73M Buy
44,717
+4,834
+12% +$325K 0.01% 1272
2022
Q1 		$2.96M Sell
39,883
-2,555
-6% -$189K 0.01% 1276
2021
Q4 		$3.46M Buy
42,438
+138
+0.3% +$11.1K 0.01% 1209
2021
Q3 		$3.2M Buy
42,300
+636
+2% +$49.5K 0.01% 1217
2021
Q2 		$3.23M Sell
41,664
-292
-0.7% -$22.5K 0.01% 1199
2021
Q1 		$3.15M Buy
41,956
+831
+2% +$61.4K 0.01% 1138
2020
Q4 		$2.85M Buy
41,125
+8,507
+26% +$544K 0.01% 1110
2020
Q3 		$1.87M Sell
32,618
-8,554
-21% -$488K 0.01% 1206
2020
Q2 		$2.21M Sell
41,172
-6,683
-14% -$333K 0.01% 1073
2020
Q1 		$2.05M Buy
47,855
+4,142
+9% +$218K 0.01% 874
2019
Q4 		$2.5M Sell
43,713
-2,694
-6% -$148K 0.01% 1064
2019
Q3 		$2.49M Sell
46,407
-2,781
-6% -$150K 0.01% 998
2019
Q2 		$2.67M Buy
49,188
+9,566
+24% +$509K 0.01% 946
2019
Q1 		$2.08M Sell
39,622
-19,177
-33% -$971K 0.01% 1045
2018
Q4 		$2.7M Buy
58,799
+3,414
+6% +$172K 0.01% 756
2018
Q3 		$3.1M Buy
55,385
+28,897
+109% +$1.61M 0.01% 846
2018
Q2 		$1.43M Sell
26,488
-11,360
-30% -$610K 0.01% 1209
2018
Q1 		$1.99M Buy
37,848
+25,626
+210% +$1.36M 0.01% 934
2017
Q4 		$633K Sell
12,222
-57
-0.5% -$2.91K ﹤0.01% 1572
2017
Q3 		$604K Buy
12,279
+1,485
+14% +$71.1K ﹤0.01% 1607
2017
Q2 		$515K Sell
10,794
-813
-7% -$38.4K ﹤0.01% 1654
2017
Q1 		$538K Sell
11,607
-882
-7% -$40.5K ﹤0.01% 1524
2016
Q4 		$554K Buy
12,489
+1,065
+9% +$45.6K ﹤0.01% 1471
2016
Q3 		$486K Buy
11,424
+4,785
+72% +$204K ﹤0.01% 1515
2016
Q2 		$272K Sell
6,639
-99
-1% -$3.99K ﹤0.01% 1779
2016
Q1 		$266K Buy
+6,738
New +$250K ﹤0.01% 1619

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 $11B AUM 18.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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 Financial Services Advisors's MDYG Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 21% in Q3 2024, selling an estimated $5.92M and leaving 255,202 shares worth $22.4M. The position accounts for 0.03% of the portfolio, ranked #501.

Raymond James Financial Services Advisors first reported a position in MDYG in Q1 2016 and has held it in 35 quarters since. The position peaked at $27.3M in Q2 2024. 369 funds tracked by Wall St. Rank hold MDYG as of Q3 2024.

  • Raymond James Financial Services Advisors held 255,202 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $22.4M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 69,342 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2024, an estimated $5.92M.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #501 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2016 and has held it in 35 quarters since.
  • Raymond James Financial Services Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $27.3M in Q2 2024.
  • 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.