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

TCI Wealth Advisors’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 Q2	–	Sell	-131	Closed	-$8.97K	–	1385
2023 Q1	$8.97K	Hold	131	–	–	﹤0.01%	1158
2022 Q4	$8.56K	Hold	131	–	–	﹤0.01%	1172
2022 Q3	$8K	Buy	+131	New	+$8.65K	﹤0.01%	1164
2019 Q4	–	Sell	-32	Closed	-$2K	–	1629
2019 Q3	$2K	Sell	32 -367	-92%	-$19.8K	﹤0.01%	1099
2019 Q2	$22K	Hold	399	–	–	0.01%	453
2019 Q1	$21K	Hold	399	–	–	0.01%	488
2018 Q4	$18K	Hold	399	–	–	0.01%	497
2018 Q3	$22K	Hold	399	–	–	0.01%	482
2018 Q2	$22K	Hold	399	–	–	0.01%	467
2018 Q1	$21K	Hold	399	–	–	0.01%	477
2017 Q4	$21K	Buy	+399	New	+$20.4K	0.01%	486

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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

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

Chartist Inc Seal Beach, California $139M AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TCI Wealth Advisors's MDYG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2023, closing a stake of 131 shares — an estimated $8.97K sold.

TCI Wealth Advisors first reported a position in MDYG in Q4 2017 and held it in 11 quarters. The position peaked at $22K in Q2 2019. 296 funds tracked by Wall St. Rank hold MDYG as of Q2 2023.

TCI Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 131 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2023, an estimated $8.97K.
TCI Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 11 quarters.
TCI Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $22K in Q2 2019.
296 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.