Simplicity Solutions’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Simplicity Solutions’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	$252K	Hold	3,332	–	–	0.01%	890
2023 Q3	$230K	Sell	3,332 -1,208	-27%	-$87K	0.01%	854
2023 Q2	$325K	Hold	4,540	–	–	0.01%	799
2023 Q1	$311K	Buy	+4,540	New	+$310K	0.01%	836
2021 Q2	–	Sell	-6,530	Closed	-$490K	–	553
2021 Q1	$490K	Sell	6,530 -237,477	-97%	-$17.5M	0.11%	200
2020 Q4	$16.9M	Buy	244,007 +64,591	+36%	+$4.13M	0.25%	86
2020 Q3	$10.3M	Sell	179,416 -8,823	-5%	-$503K	0.19%	106
2020 Q2	$10.1M	Buy	188,239 +83,023	+79%	+$4.14M	0.2%	108
2020 Q1	$4.51M	Buy	105,216 +68,199	+184%	+$3.6M	0.14%	125
2019 Q4	$2.11M	Sell	37,017 -56,151	-60%	-$3.09M	0.06%	233
2019 Q3	$5M	Buy	93,168 +19,976	+27%	+$1.08M	0.2%	83
2019 Q2	$3.97M	Buy	73,192 +4,728	+7%	+$252K	0.17%	92
2019 Q1	$3.6M	Buy	+68,464	New	+$3.47M	0.22%	99

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

Simplicity Solutions's MDYG Position: Q4 2023 in Review

Simplicity Solutions held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q4 2023 at 3,332 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #890.

Simplicity Solutions first reported a position in MDYG in Q1 2019 and has held it in 13 quarters since. The position peaked at $16.9M in Q4 2020. 325 funds tracked by Wall St. Rank hold MDYG as of Q4 2023.

Simplicity Solutions held 3,332 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $252K as of Q4 2023.
Simplicity Solutions left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q4 2023.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #890 holding.
Simplicity Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2019 and has held it in 13 quarters since.
Simplicity Solutions's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $16.9M in Q4 2020.
325 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.