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

Allen Capital 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
2020 Q2	–	Sell	-5,100	Closed	-$218K	–	135
2020 Q1	$218K	Sell	5,100 -37,899	-88%	-$2M	0.07%	119
2019 Q4	$2.46M	Buy	42,999 +1,218	+3%	+$67K	0.65%	37
2019 Q3	$2.19M	Buy	41,781 +383	+0.9%	+$20.7K	0.68%	37
2019 Q2	$2.25M	Sell	41,398 -2,007	-5%	-$107K	0.73%	34
2019 Q1	$2.28M	Sell	43,405 -2,786	-6%	-$141K	0.75%	32
2018 Q4	$2.29M	Sell	46,191 -4,573	-9%	-$230K	0.81%	30
2018 Q3	$2.84M	Sell	50,764 -5,999	-11%	-$335K	0.94%	29
2018 Q2	$3.07M	Sell	56,763 -53,376	-48%	-$2.87M	1.13%	25
2018 Q1	$5.78M	Hold	110,139	–	–	2.24%	13
2017 Q4	$5.71M	Buy	+110,139	New	+$5.63M	2.47%	12

Other funds holding MDYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

FWP

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

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

Allen Capital Group's MDYG Position: Q2 2020 in Review

Allen Capital Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2020, closing a stake of 5,100 shares — an estimated $218K sold.

Allen Capital Group first reported a position in MDYG in Q4 2017 and held it in 10 quarters. The position peaked at $5.78M in Q1 2018. 221 funds tracked by Wall St. Rank hold MDYG as of Q2 2020.

Allen Capital Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Allen Capital Group sold 5,100 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2020, an estimated $218K.
Allen Capital Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2017 and held it in 10 quarters.
Allen Capital Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $5.78M in Q1 2018.
221 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2020.

Based on Allen Capital Group's 13F filing for Q2 2020, filed 5 Aug 2020.