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

Reilly Financial 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
2021
Q4 		$1.78M Sell
21,818
-379
-2% -$30.4K 0.13% 105
2021
Q3 		$1.68M Buy
22,197
+724
+3% +$56.3K 0.14% 101
2021
Q2 		$1.67M Sell
21,473
-1,773
-8% -$136K 0.13% 102
2021
Q1 		$1.75M Sell
23,246
-3,410
-13% -$252K 0.15% 97
2020
Q4 		$1.85M Sell
26,656
-255
-0.9% -$16.3K 0.17% 90
2020
Q3 		$1.54M Buy
26,911
+4,374
+19% +$249K 0.17% 91
2020
Q2 		$1.21M Sell
22,537
-47
-0.2% -$2.34K 0.14% 91
2020
Q1 		$967K Sell
22,584
-2,314
-9% -$122K 0.14% 97
2019
Q4 		$1.42M Buy
24,898
+232
+0.9% +$12.8K 0.16% 96
2019
Q3 		$1.32M Buy
24,666
+40
+0.2% +$2.16K 0.16% 94
2019
Q2 		$1.34M Buy
24,626
+1,341
+6% +$71.4K 0.17% 95
2019
Q1 		$1.22M Buy
23,285
+1,420
+6% +$71.9K 0.16% 98
2018
Q4 		$1M Buy
21,865
+2,532
+13% +$127K 0.15% 105
2018
Q3 		$1.08M Buy
19,333
+1,966
+11% +$110K 0.14% 102
2018
Q2 		$938K Buy
17,367
+1,032
+6% +$55.4K 0.13% 106
2018
Q1 		$857K Buy
16,335
+2,577
+19% +$137K 0.12% 103
2017
Q4 		$713K Buy
13,758
+13,458
+4,486% +$688K 0.1% 107
2017
Q3 		$15K Hold
300
– – ﹤0.01% 557
2017
Q2 		$14K Buy
+300
New +$14.2K ﹤0.01% 582

Other funds holding MDYG

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ML
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Reilly Financial Advisors's MDYG Position: Q4 2021 in Review

Reilly Financial Advisors reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 1.7% in Q4 2021, selling an estimated $30.4K and leaving 21,818 shares worth $1.78M. The position accounts for 0.13% of the portfolio, ranked #105.

Reilly Financial Advisors first reported a position in MDYG in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.85M in Q4 2020. 283 funds tracked by Wall St. Rank hold MDYG as of Q4 2021.

  • Reilly Financial Advisors held 21,818 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.78M as of Q4 2021.
  • Reilly Financial Advisors sold 379 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2021, an estimated $30.4K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.13% of Reilly Financial Advisors's portfolio in Q4 2021, its #105 holding.
  • Reilly Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2017 and has held it in 19 quarters since.
  • Reilly Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.85M in Q4 2020.
  • 283 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.