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

Selective Wealth Management’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
2022 Q4	–	Sell	-457	Closed	-$28K	–	481
2022 Q3	$28K	Hold	457	–	–	0.01%	377
2022 Q2	$28K	Hold	457	–	–	0.01%	419
2022 Q1	$34K	Sell	457 -138	-23%	-$10.2K	0.01%	370
2021 Q4	$49K	Hold	595	–	–	0.02%	272
2021 Q3	$45K	Hold	595	–	–	0.02%	265
2021 Q2	$46K	Hold	595	–	–	0.04%	198
2021 Q1	$45K	Hold	595	–	–	0.04%	136
2020 Q4	$41K	Sell	595 -147	-20%	-$9.41K	0.03%	126
2020 Q3	$43K	Sell	742 -726	-49%	-$41.4K	0.03%	105
2020 Q2	$79K	Buy	+1,468	New	+$73.1K	0.07%	83

Other funds holding MDYG

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

FNT

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

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

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

PPW

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

BFEC

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

AWM

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Selective Wealth Management's MDYG Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2022, closing a stake of 457 shares — an estimated $28K sold.

Selective Wealth Management first reported a position in MDYG in Q2 2020 and held it in 10 quarters. The position peaked at $79K in Q2 2020. 293 funds tracked by Wall St. Rank hold MDYG as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 457 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2022, an estimated $28K.
Selective Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $79K in Q2 2020.
293 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.