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

Windsor Wealth 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
2023 Q3	$2.73M	Buy	39,436 +1,840	+5%	+$133K	0.5%	46
2023 Q2	$2.69M	Buy	37,596 +7,873	+26%	+$538K	0.48%	47
2023 Q1	$2.02M	Buy	29,723 +5,045	+20%	+$345K	0.39%	52
2022 Q4	$1.64M	Buy	24,678 +432	+2%	+$28.4K	0.34%	56
2022 Q3	$1.51M	Buy	24,246 +5,082	+27%	+$336K	0.38%	49
2022 Q2	$1.18M	Buy	19,164 +3,073	+19%	+$207K	0.3%	46
2022 Q1	$1.16M	Buy	16,091 +3,719	+30%	+$275K	0.21%	91
2021 Q4	$1.01M	Buy	12,372 +1,643	+15%	+$132K	0.18%	114
2021 Q3	$821K	Buy	10,729 +411	+4%	+$32K	0.17%	117
2021 Q2	$800K	Sell	10,318 -146	-1%	-$11.2K	0.17%	113
2021 Q1	$786K	Sell	10,464 -2,088	-17%	-$154K	0.19%	112
2020 Q4	$870K	Sell	12,552 -10	-0.1%	-$640	0.22%	92
2020 Q3	$757K	Sell	12,562 -227	-2%	-$12.9K	0.22%	96
2020 Q2	$688K	Buy	12,789 +248	+2%	+$12.4K	0.22%	99
2020 Q1	$537K	Buy	12,541 +549	+5%	+$29K	0.22%	109
2019 Q4	$685K	Buy	11,992 +162	+1%	+$8.91K	0.25%	94
2019 Q3	$617K	Sell	11,830 -1,691	-13%	-$91.2K	0.27%	96
2019 Q2	$736K	Buy	13,521 +375	+3%	+$20K	0.32%	90
2019 Q1	$691K	Buy	13,146 +371	+3%	+$18.8K	0.39%	79
2018 Q4	$586K	Buy	12,775 +120	+0.9%	+$6.03K	0.4%	79
2018 Q3	$708K	Buy	12,655 +802	+7%	+$44.7K	0.46%	66
2018 Q2	$640K	Buy	11,853 +321	+3%	+$17.2K	0.5%	53
2018 Q1	$605K	Buy	11,532 +237	+2%	+$12.6K	0.51%	49
2017 Q4	$585K	Buy	+11,295	New	+$577K	0.5%	51

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

Windsor Wealth Management's MDYG Position: Q3 2023 in Review

Windsor Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 4.9% in Q3 2023, buying an estimated $133K and bringing the position to 39,436 shares worth $2.73M. The position accounts for 0.5% of the portfolio, ranked #46.

Windsor Wealth Management first reported a position in MDYG in Q4 2017 and has held it in 24 quarters since. 298 funds tracked by Wall St. Rank hold MDYG as of Q3 2023.

Windsor Wealth Management held 39,436 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $2.73M as of Q3 2023.
Windsor Wealth Management bought 1,840 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2023, an estimated $133K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.5% of Windsor Wealth Management's portfolio in Q3 2023, its #46 holding.
Windsor Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and has held it in 24 quarters since.
298 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.