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

Wipfli Financial Advisors’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
2022 Q3	$687K	Hold	11,376	–	–	0.05%	168
2022 Q2	$693K	Sell	11,376 -5,087	-31%	-$342K	0.08%	47
2022 Q1	$1.22M	Hold	16,463	–	–	0.12%	36
2021 Q4	$1.34M	Sell	16,463 -1,633	-9%	-$131K	0.15%	16
2021 Q3	$1.37M	Hold	18,096	–	–	0.17%	16
2021 Q2	$1.4M	Sell	18,096 -1,479	-8%	-$114K	0.2%	16
2021 Q1	$1.47M	Buy	19,575 +4,296	+28%	+$317K	0.8%	7
2020 Q4	$1.06M	Buy	+15,279	New	+$978K	0.63%	11

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

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

FWP

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Wipfli Financial Advisors's MDYG Position: Q3 2022 in Review

Wipfli Financial Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q3 2022 at 11,376 shares worth $687K. The position accounts for 0.05% of the portfolio, ranked #168.

Wipfli Financial Advisors first reported a position in MDYG in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.47M in Q1 2021. 258 funds tracked by Wall St. Rank hold MDYG as of Q3 2022.

Wipfli Financial Advisors held 11,376 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $687K as of Q3 2022.
Wipfli Financial Advisors left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q3 2022.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.05% of Wipfli Financial Advisors's portfolio in Q3 2022, its #168 holding.
Wipfli Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 8 quarters since.
Wipfli Financial Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $1.47M in Q1 2021.
258 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.