Number of Shares
205,398.00
Current Holdings Value*
$16.32 Mil
% of Portfolio
1.33%
Total Estimate Gain
$16.25 Mil
% of Total Estimate Gain
18.65%

Parcion Private Wealth LLC's SPDR S&P 400 Mid Cap Growth ETF Holding Summary

As of 2025-03-31, Parcion Private Wealth LLC held 205,398.00 shares of SPDR S&P 400 Mid Cap Growth ETF(MDYG), totaling $16.32 Mil. This investment constitutes 1.33% of their stock portfolio, and Parcion Private Wealth LLC now holds 0.78% of the outstanding SPDR S&P 400 Mid Cap Growth ETF(MDYG) stock.

The initial trade took place in 2022Q1. And since then Parcion Private Wealth LLC has made 9 purchases of MDYG, at an average price of $71.28, for a total of 1.22 Mil shares. In addition, there have been 4 sales at an average price of $83.77 for 1.02 Mil shares. Based on historical transaction data and MDYG's current price of $88.57, Parcion Private Wealth LLC's estimated gain on his MDYG holdings is $16.25 Mil, reflecting a 18.65% gain to date.

Parcion Private Wealth LLC MDYG ($88.57) Holding Chart

Parcion Private Wealth LLC MDYG ($88.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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