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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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RMR Wealth Builders's MDYG Position: Q4 2023 in Review

RMR Wealth Builders sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2023, closing a stake of 7,103 shares — an estimated $491K sold.

RMR Wealth Builders first reported a position in MDYG in Q3 2023 and held it in 1 quarter. The position peaked at $491K in Q3 2023. 326 funds tracked by Wall St. Rank hold MDYG as of Q4 2023.

  • RMR Wealth Builders reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • RMR Wealth Builders sold 7,103 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2023, an estimated $491K.
  • RMR Wealth Builders first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • RMR Wealth Builders's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $491K in Q3 2023.
  • 326 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2023.

Based on RMR Wealth Builders's 13F filing for Q4 2023, filed 6 Feb 2024.