Blue Bell Private Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Blue Bell Private Wealth Management’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 Q3	–	Sell	-143	Closed	-$10K	–	191
2020 Q2	$10K	Hold	143	–	–	﹤0.01%	156
2020 Q1	$6K	Hold	143	–	–	﹤0.01%	163
2019 Q4	$8K	Hold	143	–	–	﹤0.01%	164
2019 Q3	$8K	Hold	143	–	–	﹤0.01%	157
2019 Q2	$8K	Buy	+143	New	+$7.61K	﹤0.01%	161
2014 Q2	–	Sell	-54	Closed	-$2K	–	422
2014 Q1	$2K	Hold	54	–	–	﹤0.01%	375
2013 Q4	$2K	Buy	+54	New	+$1.93K	﹤0.01%	388

Other funds holding MDYG

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

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

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

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

BFEC

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

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

Blue Bell Private Wealth Management's MDYG Position: Q3 2020 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q3 2020, closing a stake of 143 shares — an estimated $10K sold.

Blue Bell Private Wealth Management first reported a position in MDYG in Q4 2013 and held it in 7 quarters. The position peaked at $10K in Q2 2020. 216 funds tracked by Wall St. Rank hold MDYG as of Q3 2020.

Blue Bell Private Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
Blue Bell Private Wealth Management sold 143 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2020, an estimated $10K.
Blue Bell Private Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2013 and held it in 7 quarters.
Blue Bell Private Wealth Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $10K in Q2 2020.
216 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.