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

Simplicity Wealth’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
Q3 		– Sell
-3,578
Closed -$301K – 919
2024
Q2 		$301K Hold
3,578
– – 0.01% 943
2024
Q1 		$312K Buy
+3,578
New +$285K 0.01% 902

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Simplicity Wealth's MDYG Position: Q3 2024 in Review

Simplicity Wealth sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2024, closing a stake of 3,578 shares — an estimated $301K sold.

Simplicity Wealth first reported a position in MDYG in Q1 2024 and held it in 2 quarters. The position peaked at $312K in Q1 2024. 369 funds tracked by Wall St. Rank hold MDYG as of Q3 2024.

  • Simplicity Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,578 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2024, an estimated $301K.
  • Simplicity Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $312K in Q1 2024.
  • 369 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.