Thrivent Financial for Lutherans’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Thrivent Financial for Lutherans’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	–	Sell	-7,436	Closed	-$517K	–	2525
2023 Q3	$517K	Buy	7,436 +1,480	+25%	+$107K	﹤0.01%	2119
2023 Q2	$424K	Sell	5,956 -2,051	-26%	-$140K	﹤0.01%	2239
2023 Q1	$544K	Buy	+8,007	New	+$547K	﹤0.01%	2094
2019 Q2	–	Hold	0	–	–	–	1333
2019 Q1	–	Hold	0	–	–	–	1375

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

Thrivent Financial for Lutherans's MDYG Position: Q4 2023 in Review

Thrivent Financial for Lutherans sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2023, closing a stake of 7,436 shares — an estimated $517K sold.

Thrivent Financial for Lutherans first reported a position in MDYG in Q1 2023 and held it in 3 quarters. The position peaked at $544K in Q1 2023. 325 funds tracked by Wall St. Rank hold MDYG as of Q4 2023.

Thrivent Financial for Lutherans reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Thrivent Financial for Lutherans sold 7,436 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2023, an estimated $517K.
Thrivent Financial for Lutherans first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2023 and held it in 3 quarters.
Thrivent Financial for Lutherans's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $544K in Q1 2023.
325 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2023.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2023, filed 14 Feb 2024.