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

Ten Capital 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	-5	Closed	-$349	–	396
2023 Q1	$349	Hold	5	–	–	﹤0.01%	518
2022 Q4	$333	Hold	5	–	–	﹤0.01%	546
2022 Q3	$0	Hold	5	–	–	﹤0.01%	600
2022 Q2	$0	Hold	5	–	–	﹤0.01%	503
2022 Q1	$0	Hold	5	–	–	﹤0.01%	518
2021 Q4	$0	Buy	+5	New	+$401	﹤0.01%	498
2021 Q3	–	Sell	-3,684	Closed	-$286K	–	481
2021 Q2	$286K	Sell	3,684 -1,938	-34%	-$149K	0.06%	116
2021 Q1	$422K	Sell	5,622 -2,665	-32%	-$197K	0.1%	100
2020 Q4	$575K	Sell	8,287 -578	-7%	-$37K	0.16%	78
2020 Q3	$509K	Buy	+8,865	New	+$506K	0.17%	72

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

Ten Capital Wealth Advisors's MDYG Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2023, closing a stake of 5 shares — an estimated $349 sold.

Ten Capital Wealth Advisors first reported a position in MDYG in Q3 2020 and held it in 10 quarters. The position peaked at $575K in Q4 2020. 296 funds tracked by Wall St. Rank hold MDYG as of Q2 2023.

Ten Capital 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.
Ten Capital Wealth Advisors sold 5 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2023, an estimated $349.
Ten Capital Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $575K in Q4 2020.
296 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.