Tennessee Valley Asset Management Partners’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Tennessee Valley Asset Management Partners’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 Q1	–	Sell	-76	Closed	-$5.77K	–	480
2023 Q4	$5.77K	Buy	+76	New	+$5.33K	﹤0.01%	543
2022 Q4	–	Sell	-3,936	Closed	-$238K	–	111
2022 Q3	$238K	Buy	3,936 +202	+5%	+$13.3K	0.09%	89
2022 Q2	$228K	Buy	3,734 +225	+6%	+$15.1K	0.09%	77
2022 Q1	$260K	Buy	3,509 +26	+0.7%	+$1.92K	0.09%	69
2021 Q4	$284K	Buy	+3,483	New	+$279K	0.09%	69

Other funds holding MDYG

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Tennessee Valley Asset Management Partners's MDYG Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q1 2024, closing a stake of 76 shares — an estimated $5.77K sold.

Tennessee Valley Asset Management Partners first reported a position in MDYG in Q4 2021 and held it in 5 quarters. The position peaked at $284K in Q4 2021. 368 funds tracked by Wall St. Rank hold MDYG as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 76 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2024, an estimated $5.77K.
Tennessee Valley Asset Management Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2021 and held it in 5 quarters.
Tennessee Valley Asset Management Partners's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $284K in Q4 2021.
368 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.