Richard W. Paul & Associates’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Richard W. Paul & 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
2023 Q4	–	Sell	-18	Closed	-$1.25K	–	525
2023 Q3	$1.25K	Hold	18	–	–	﹤0.01%	433
2023 Q2	$1.29K	Hold	18	–	–	﹤0.01%	457
2023 Q1	$1.23K	Hold	18	–	–	﹤0.01%	469
2022 Q4	$1.18K	Buy	+18	New	+$1.18K	﹤0.01%	458

Other funds holding MDYG

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

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

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

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

AWM

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

Richard W. Paul & Associates's MDYG Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2023, closing a stake of 18 shares — an estimated $1.25K sold.

Richard W. Paul & Associates first reported a position in MDYG in Q4 2022 and held it in 4 quarters. The position peaked at $1.29K in Q2 2023. 325 funds tracked by Wall St. Rank hold MDYG as of Q4 2023.

Richard W. Paul & Associates reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Richard W. Paul & Associates sold 18 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2023, an estimated $1.25K.
Richard W. Paul & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2022 and held it in 4 quarters.
Richard W. Paul & Associates's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.29K in Q2 2023.
325 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.