RMR Wealth Builders’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

RMR Wealth Builders’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	-7,103	Closed	-$491K	–	240
2023 Q3	$491K	Buy	+7,103	New	+$512K	0.08%	138

Other funds holding MDYG

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stifel Financial

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

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

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

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