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

Veritable’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 Q3	–	Sell	-68,987	Closed	-$4.94M	–	494
2023 Q2	$4.94M	Buy	68,987 +1,432	+2%	+$97.8K	0.08%	125
2023 Q1	$4.62M	Sell	67,555 -3,590	-5%	-$245K	0.08%	132
2022 Q4	$4.65M	Sell	71,145 -1,160	-2%	-$76.3K	0.08%	124
2022 Q3	$4.36M	Sell	72,305 -5,760	-7%	-$380K	0.08%	124
2022 Q2	$4.76M	Buy	78,065 +430	+0.6%	+$28.9K	0.09%	129
2022 Q1	$5.76M	Buy	77,635 +19,890	+34%	+$1.47M	0.09%	123
2021 Q4	$4.71M	Hold	57,745	–	–	0.07%	139
2021 Q3	$4.37M	Hold	57,745	–	–	0.07%	140
2021 Q2	$4.48M	Buy	57,745 +1,990	+4%	+$153K	0.07%	140
2021 Q1	$4.19M	Buy	55,755 +10,840	+24%	+$801K	0.07%	139
2020 Q4	$3.11M	Sell	44,915 -8,320	-16%	-$532K	0.06%	159
2020 Q3	$3.06M	Hold	53,235	–	–	0.06%	147
2020 Q2	$2.86M	Sell	53,235 -560	-1%	-$27.9K	0.06%	143
2020 Q1	$2.3M	Sell	53,795 -148,445	-73%	-$7.83M	0.06%	166
2019 Q4	$11.5M	Buy	202,240 +2,355	+1%	+$130K	0.21%	68
2019 Q3	$10.7M	Hold	199,885	–	–	0.21%	67
2019 Q2	$10.8M	Sell	199,885 -5,908	-3%	-$314K	0.22%	65
2019 Q1	$10.8M	Hold	205,793	–	–	0.22%	68
2018 Q4	$9.44M	Buy	+205,793	New	+$10.3M	0.22%	68

Other funds holding MDYG

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

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

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

Veritable's MDYG Position: Q3 2023 in Review

Veritable sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2023, closing a stake of 68,987 shares — an estimated $4.94M sold.

Veritable first reported a position in MDYG in Q4 2018 and held it in 19 quarters. The position peaked at $11.5M in Q4 2019. 298 funds tracked by Wall St. Rank hold MDYG as of Q3 2023.

Veritable reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 68,987 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2023, an estimated $4.94M.
Veritable first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2018 and held it in 19 quarters.
Veritable's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $11.5M in Q4 2019.
298 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.