BFG
MDYG icon

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

Barber Financial 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
2018
Q3 		– Sell
-224,816
Closed -$12.1M – 138
2018
Q2 		$12.1M Sell
224,816
-56,680
-20% -$3.04M 3.52% 6
2018
Q1 		$14.8M Buy
+281,496
New +$14.9M 3.92% 5

Other funds holding MDYG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Barber Financial Group's MDYG Position: Q3 2018 in Review

Barber Financial Group sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2018, closing a stake of 224,816 shares — an estimated $12.1M sold.

Barber Financial Group first reported a position in MDYG in Q1 2018 and held it in 2 quarters. The position peaked at $14.8M in Q1 2018. 171 funds tracked by Wall St. Rank hold MDYG as of Q3 2018.

  • Barber Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Barber Financial Group sold 224,816 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2018, an estimated $12.1M.
  • Barber Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2018 and held it in 2 quarters.
  • Barber Financial Group's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $14.8M in Q1 2018.
  • 171 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2018.

Based on Barber Financial Group's 13F filing for Q3 2018, filed 13 Nov 2018.