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

Virtue Capital Management’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 Q2	–	Sell	-2,432	Closed	-$204K	–	413
2024 Q1	$204K	Buy	+2,432	New	+$194K	0.04%	366
2021 Q1	–	Sell	-9,297	Closed	-$645K	–	298
2020 Q4	$645K	Buy	+9,297	New	+$595K	0.16%	173
2020 Q3	–	Sell	-25,414	Closed	-$1.37M	–	253
2020 Q2	$1.37M	Buy	+25,414	New	+$1.27M	0.32%	95
2018 Q2	–	Sell	-540	Closed	-$29K	–	354
2018 Q1	$29K	Sell	540 -120	-18%	-$6.37K	0.02%	281
2017 Q4	$34K	Buy	+660	New	+$33.7K	0.02%	267

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Chartist Inc Seal Beach, California $139M AUM

Virtue Capital Management's MDYG Position: Q2 2024 in Review

Virtue Capital Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2024, closing a stake of 2,432 shares — an estimated $204K sold.

Virtue Capital Management first reported a position in MDYG in Q4 2017 and held it in 5 quarters. The position peaked at $1.37M in Q2 2020. 364 funds tracked by Wall St. Rank hold MDYG as of Q2 2024.

Virtue Capital Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Virtue Capital Management sold 2,432 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2024, an estimated $204K.
Virtue Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 5 quarters.
Virtue Capital Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.37M in Q2 2020.
364 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2024.

Based on Virtue Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.