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

Berman Capital Advisors’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
2021
Q2 		– Sell
-38
Closed -$2K – 1980
2021
Q1 		$2K Buy
+38
New +$2.81K ﹤0.01% 1526

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Berman Capital Advisors's MDYG Position: Q2 2021 in Review

Berman Capital Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2021, closing a stake of 38 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in MDYG in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 254 funds tracked by Wall St. Rank hold MDYG as of Q2 2021.

  • Berman Capital Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 38 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2021, an estimated $2K.
  • Berman Capital Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q1 2021 and held it in 1 quarter.
  • Berman Capital Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.