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

SigFig 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
2024
Q2 		– Sell
-42,289
Closed -$3.69M – 129
2024
Q1 		$3.69M Buy
+42,289
New +$3.37M 0.14% 60
2021
Q1 		– Sell
-14,995
Closed -$1.04M – 77
2020
Q4 		$1.04M Buy
+14,995
New +$960K 0.08% 53

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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return

SigFig Wealth Management's MDYG Position: Q2 2024 in Review

SigFig Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 42,289 shares — an estimated $3.69M sold.

SigFig Wealth Management first reported a position in MDYG in Q4 2020 and held it in 2 quarters. The position peaked at $3.69M in Q1 2024. 365 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

  • SigFig Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • SigFig Wealth Management sold 42,289 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $3.69M.
  • SigFig Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and held it in 2 quarters.
  • SigFig Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $3.69M in Q1 2024.
  • 365 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on SigFig Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.