Accurate Investment Solutions’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Accurate Investment Solutions’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
2018 Q4	–	Sell	-2,418	Closed	-$135K	–	368
2018 Q3	$135K	Sell	2,418 -18,584	-88%	-$1.04M	0.09%	76
2018 Q2	$1.13M	Sell	21,002 -55,801	-73%	-$3M	0.83%	34
2018 Q1	$4.03M	Buy	+76,803	New	+$4.08M	3.05%	7
2017 Q4	–	Sell	-2,514	Closed	-$124K	–	516
2017 Q3	$124K	Buy	+2,514	New	+$120K	0.09%	83
2016 Q1	–	Sell	-3,993	Closed	-$157K	–	397
2015 Q4	$157K	Buy	+3,993	New	+$161K	0.14%	60

Other funds holding MDYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Accurate Investment Solutions's MDYG Position: Q4 2018 in Review

Accurate Investment Solutions sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2018, closing a stake of 2,418 shares — an estimated $135K sold.

Accurate Investment Solutions first reported a position in MDYG in Q4 2015 and held it in 5 quarters. The position peaked at $4.03M in Q1 2018. 179 funds tracked by Wall St. Rank hold MDYG as of Q4 2018.

Accurate Investment Solutions reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Accurate Investment Solutions sold 2,418 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2018, an estimated $135K.
Accurate Investment Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2015 and held it in 5 quarters.
Accurate Investment Solutions's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $4.03M in Q1 2018.
179 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2018.

Based on Accurate Investment Solutions's 13F filing for Q4 2018, filed 11 Jan 2019.