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

West Branch Capital’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
2021
Q3 		– Sell
-233
Closed -$18K – 444
2021
Q2 		$18K Buy
+233
New +$17.9K 0.01% 258

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

West Branch Capital's MDYG Position: Q3 2021 in Review

West Branch Capital sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2021, closing a stake of 233 shares — an estimated $18K sold.

West Branch Capital first reported a position in MDYG in Q2 2021 and held it in 1 quarter. The position peaked at $18K in Q2 2021. 251 funds tracked by Wall St. Rank hold MDYG as of Q3 2021.

  • West Branch Capital reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • West Branch Capital sold 233 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2021, an estimated $18K.
  • West Branch Capital first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • West Branch Capital's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $18K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2021.

Based on West Branch Capital's 13F filing for Q3 2021, filed 9 Nov 2021.