Advisor Group’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Advisor Group’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
2019 Q4	$6.26M	Sell	109,632 -216,309	-66%	-$11.9M	0.04%	351
2019 Q3	$17.5M	Buy	325,941 +10,041	+3%	+$542K	0.13%	141
2019 Q2	$17.1M	Buy	315,900 +236,525	+298%	+$12.6M	0.13%	136
2019 Q1	$4.17M	Buy	79,375 +24,932	+46%	+$1.26M	0.03%	429
2018 Q4	$2.5M	Buy	54,443 +28,581	+111%	+$1.44M	0.02%	543
2018 Q3	$1.45M	Sell	25,862 -496	-2%	-$27.7K	0.01%	795
2018 Q2	$1.42M	Sell	26,358 -13,554	-34%	-$728K	0.02%	699
2018 Q1	$2.1M	Buy	39,912 +23,556	+144%	+$1.25M	0.03%	545
2017 Q4	$848K	Buy	16,356 +4,821	+42%	+$246K	0.01%	999
2017 Q3	$568K	Sell	11,535 -11,868	-51%	-$568K	0.01%	1122
2017 Q2	$1.12M	Buy	23,403 +10,182	+77%	+$481K	0.02%	699
2017 Q1	$613K	Buy	13,221 +378	+3%	+$17.3K	0.01%	953
2016 Q4	$570K	Buy	12,843 +4,440	+53%	+$190K	0.01%	940
2016 Q3	$357K	Buy	8,403 +105	+1%	+$4.48K	0.01%	1173
2016 Q2	$339K	Buy	+8,298	New	+$334K	0.01%	1133

Other funds holding MDYG

FWP

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

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

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

Chartist Inc Seal Beach, California $139M AUM

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

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

LTFS

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

Advisor Group's MDYG Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 66% in Q4 2019, selling an estimated $11.9M and leaving 109,632 shares worth $6.26M. The position accounts for 0.04% of the portfolio, ranked #351.

Advisor Group first reported a position in MDYG in Q2 2016 and has held it in 15 quarters since. The position peaked at $17.5M in Q3 2019. 234 funds tracked by Wall St. Rank hold MDYG as of Q4 2019.

Advisor Group held 109,632 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $6.26M as of Q4 2019.
Advisor Group sold 216,309 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2019, an estimated $11.9M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.04% of Advisor Group's portfolio in Q4 2019, its #351 holding.
Advisor Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $17.5M in Q3 2019.
234 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.